Position in MXL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$67,058,657
+$65,692,860 QoQ
Shares Held
523,773
+568.4% QoQ
Ownership
0.578%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#28
of 427 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in MXL Over Time
Shares Held
Position Value (USD)
Derivatives in MXL
reported options exposure · as of Jun 30, 2026CallValue
$10,332,021
CallShares
80,700
PutValue
$3,725,673
PutShares
29,100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026Point72 Asset Management, L.P. holds $6,134,944,179 across 33 Semiconductors names. MXL ranks #15 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRDO |
Credo Technology Group Holding Ltd
|
6,153,132 | $1,673,344,247 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
1,328,436 | $771,701,756 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,603,897 | $765,973,090 | |
| 4 | TXN |
Texas Instruments Inc
|
1,377,090 | $410,469,216 | |
| 5 | AVGO |
Broadcom Inc.
|
1,023,500 | $386,627,125 | |
| 6 | MU |
Micron Technology Inc
|
311,683 | $359,772,570 | |
| 7 | INTC |
Intel Corp
|
2,024,595 | $282,694,199 | |
| 8 | VSH |
Vishay Intertechnology Inc
|
4,975,625 | $267,589,112 |
All Filings in MXL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,332,021 | 80,700 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $67,058,657 | 523,773 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $3,725,673 | 29,100 | Put | Defined | 2026-08-14 | |
| 2025-12-31 | $1,365,797 | 78,359 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $8,084,445 | 502,764 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $11,331,977 | 797,465 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $6,432,378 | 592,300 | Shares | Defined | 2025-07-21 | |
| 2024-12-31 | $24,849,614 | 1,256,300 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $950,655 | 65,653 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,519,746 | 174,764 | Shares | Defined | 2024-09-16 | |
| 2024-03-31 | $645,982 | 34,600 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $4,872,850 | 205,000 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,804,750 | 171,000 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $72,019 | 2,282 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $7,052,492 | 200,298 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||