Position in NVTS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,991,795
New position
Shares Held
278,560
first reported quarter
Ownership
0.152%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#55
of 350 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 81%
Shared 0%
None 19%
Position in Semiconductors
Technology · as of Jun 30, 2026AXIOM INVESTORS LLC /DE holds $3,394,173,457 across 13 Semiconductors names. NVTS ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
6,544,722 | $1,309,533,424 | |
| 2 | MU |
Micron Technology Inc
|
589,089 | $679,979,541 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
879,325 | $510,808,685 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
899,501 | $429,574,692 | |
| 5 | AVGO |
Broadcom Inc.
|
406,798 | $153,667,944 | |
| 6 | TSEM |
Tower Semiconductor Ltd
|
523,887 | $136,545,907 | |
| 7 | STM |
STMicroelectronics N.V.
|
1,768,122 | $132,414,656 | |
| 8 | LASR |
Nlight, Inc.
|
211,738 | $14,741,199 |
All Filings in NVTS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,991,795 | 278,560 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||