Position in NVTS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$49,255,861
+$45,501,758 QoQ
Shares Held
2,748,653
+542.1% QoQ
Ownership
1.50%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#12
of 350 holders
Holding Since
Jun 2022
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVTS 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. NVTS ranks #24 (0.7% 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 NVTS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,255,861 | 2,748,653 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,754,103 | 428,062 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,352,535 | 1,730,047 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,496,199 | 345,734 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $140,497 | 21,450 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $44,792 | 21,850 | Shares | Sole | 2025-05-15 | |
| 2023-09-30 | $3,385,289 | 487,092 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,863,799 | 1,030,721 | Shares | Sole | 2023-08-14 | |
| 2022-06-30 | $966,910 | 250,495 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||