Position in POET
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$535,103
-$1,678,978 QoQ
Shares Held
90,085
-74.2% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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)
Derivatives in POET
reported options exposure · as of Mar 31, 2026CallValue
$12,421,134
CallShares
2,091,100
PutValue
$1,408,374
PutShares
237,100
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 Mar 31, 2026JANE STREET GROUP, LLC holds $4,565,712,816 across 55 Semiconductors names. POET ranks #37 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
4,676,806 | $1,447,518,222 | |
| 2 | MRVL |
Marvell Technology, Inc.
|
9,953,890 | $985,932,802 | |
| 3 | MU |
Micron Technology Inc
|
1,777,737 | $600,590,667 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
723,527 | $244,515,949 | |
| 5 | NVDA |
Nvidia Corp
|
1,209,716 | $210,974,469 | |
| 6 | TSEM |
Tower Semiconductor Ltd
|
1,190,538 | $208,915,607 | |
| 7 | LSCC |
Lattice Semiconductor Corp
|
1,823,721 | $169,168,358 | |
| 8 | GFS |
GLOBALFOUNDRIES Inc.
|
1,920,171 | $85,409,205 |
All Filings in POET
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-15 | $162,783,584 | 11,685,828 | Shares | Sole | 2026-06-22 | |
| 2026-03-31 | $1,408,374 | 237,100 | Put | Defined | 2026-05-12 | |
| 2026-03-31 | $12,421,134 | 2,091,100 | Call | Defined | 2026-05-12 | |
| 2026-03-31 | $535,103 | 90,085 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,377,408 | 217,600 | Put | Defined | 2026-02-12 | |
| 2025-12-31 | $11,064,840 | 1,748,000 | Call | Defined | 2026-02-12 | |
| 2025-12-31 | $2,214,081 | 349,776 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $144,642 | 26,109 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $3,034,812 | 547,800 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $414,946 | 74,900 | Put | Defined | 2025-11-14 | |
| 2025-06-30 | $638,225 | 122,500 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $2,508,094 | 481,400 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $503,496 | 133,200 | Put | Defined | 2025-05-19 | |
| 2025-03-31 | $92,704 | 24,525 | Shares | Defined | 2025-05-19 | |
| 2025-03-31 | $1,076,922 | 284,900 | Call | Defined | 2025-05-19 | |
| 2024-12-31 | $710,430 | 119,400 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $1,564,850 | 263,000 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $575,436 | 96,712 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $165,612 | 37,300 | Call | Defined | 2024-11-15 | |
| 2024-09-30 | $56,388 | 12,700 | Put | Defined | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||