Position in POET
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$35,666,460
+$33,811,155 QoQ
Shares Held
3,469,500
+1012.7% QoQ
Ownership
2.00%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2
of 154 holders
Holding Since
Dec 2023
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in POET Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026RENAISSANCE TECHNOLOGIES LLC holds $5,613,008,968 across 42 Semiconductors names. POET ranks #20 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
7,091,256 | $1,418,889,413 | |
| 2 | INTC |
Intel Corp
|
7,321,928 | $1,022,360,806 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
829,697 | $481,979,284 | |
| 4 | TXN |
Texas Instruments Inc
|
1,402,100 | $417,923,947 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
849,080 | $405,495,135 | |
| 6 | AVGO |
Broadcom Inc.
|
849,835 | $321,025,171 | |
| 7 | MU |
Micron Technology Inc
|
211,580 | $244,224,678 | |
| 8 | CRDO |
Credo Technology Group Holding Ltd
|
844,238 | $229,590,524 |
All Filings in POET
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,666,460 | 3,469,500 | Shares | Sole | 2026-08-13 | |
| 2024-12-31 | $1,855,305 | 311,816 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $131,601 | 29,640 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $54,389 | 39,700 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $83,378 | 88,700 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||