Position in POET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,576,396
+$1,210,071 QoQ
Shares Held
153,346
+148.7% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#33
of 154 holders
Holding Since
Sep 2024
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, 2026TWO SIGMA INVESTMENTS, LP holds $6,965,956,311 across 58 Semiconductors names. POET ranks #54 (0.0% 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 POET
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,576,396 | 153,346 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $366,325 | 61,671 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,934,694 | 305,639 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $127,764 | 21,473 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $92,050 | 20,732 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||