Position in POET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,028,000
New position
Shares Held
100,000
first reported quarter
Ownership
0.058%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#42
of 154 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Derivatives in POET
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$1,028,000
PutShares
100,000
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, 2026Sculptor Capital LP holds $1,220,761,648 across 8 Semiconductors names. POET ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,290,000 | $616,065,300 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
409,800 | $238,056,918 | |
| 3 | MU |
Micron Technology Inc
|
140,000 | $161,600,600 | |
| 4 | NVDA |
Nvidia Corp
|
607,000 | $121,454,630 | |
| 5 | INTC |
Intel Corp
|
497,000 | $69,396,110 | |
| 6 | MCHP |
Microchip Technology Inc
|
170,077 | $13,046,606 | |
| 7 | POET |
Poet Technologies Inc.
This page
|
100,000 | $1,028,000 | |
| 8 | WOLF |
Wolfspeed, Inc.
|
2,352 | $113,484 |
All Filings in POET
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,028,000 | 100,000 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $1,028,000 | 100,000 | Put | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||