Position in POET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$366,325
-$1,568,369 QoQ
Shares Held
61,671
-79.8% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in POET Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $5,261,753,865 across 53 Semiconductors names. POET ranks #51 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
11,234,245 | $1,959,252,328 | |
| 2 | MU |
Micron Technology Inc
|
2,290,444 | $773,803,600 | |
| 3 | AVGO |
Broadcom Inc.
|
2,225,253 | $688,738,056 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
1,372,004 | $279,106,773 | |
| 5 | ON |
On Semiconductor Corp
|
4,453,815 | $275,780,224 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
608,329 | $205,584,785 | |
| 7 | SWKS |
Skyworks Solutions, Inc.
|
3,473,003 | $185,979,310 | |
| 8 | GFS |
GLOBALFOUNDRIES Inc.
|
2,674,297 | $118,952,730 |
All Filings in POET
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||