Position in NVEC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,985,947
+$2,771,492 QoQ
Shares Held
76,384
-4.1% QoQ
Ownership
1.58%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#13
of 133 holders
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVEC Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $6,965,956,311 across 58 Semiconductors names. NVEC ranks #41 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
6,284,574 | $1,257,480,411 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
1,515,419 | $880,322,051 | |
| 3 | MU |
Micron Technology Inc
|
535,173 | $617,744,842 | |
| 4 | TXN |
Texas Instruments Inc
|
1,371,840 | $408,904,348 | |
| 5 | ON |
On Semiconductor Corp
|
4,068,560 | $384,641,662 | |
| 6 | GFS |
GLOBALFOUNDRIES Inc.
|
3,417,505 | $281,636,587 | |
| 7 | MPWR |
Monolithic Power Systems, Inc.
|
190,505 | $263,346,491 | |
| 8 | ARM |
Arm Holdings PLC /Uk
|
660,156 | $234,071,512 |
All Filings in NVEC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,985,947 | 76,384 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,214,455 | 79,610 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,254,013 | 54,846 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,856,149 | 43,759 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $616,557 | 8,376 | Shares | Sole | 2025-08-14 | |
| 2022-12-31 | $887,981 | 13,714 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $310,395 | 6,658 | Shares | Sole | 2022-08-15 | |
| 2020-09-30 | $484,468 | 9,871 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $305,502 | 4,941 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $446,157 | 8,575 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||