Counterpoint Mutual Funds LLC
Mutual FundPosition in POET — Poet Technologies Inc.
CIK 1698461
San Diego, CA
Position in POET
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$597,510
New position
Shares Held
100,591
first reported quarter
Ownership
0.058%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Semiconductors
Technology · as of Mar 31, 2026Counterpoint Mutual Funds LLC holds $19,288,087 across 11 Semiconductors names. POET ranks #5 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRDO |
Credo Technology Group Holding Ltd
|
53,609 | $5,032,276 | |
| 2 | MU |
Micron Technology Inc
|
14,047 | $4,745,638 | |
| 3 | ALAB |
Astera Labs, Inc.
|
43,097 | $4,723,431 | |
| 4 | AOSL |
ALPHA & OMEGA SEMICONDUCTOR Ltd
|
39,579 | $877,070 | |
| 5 | POET |
Poet Technologies Inc.
This page
|
100,591 | $597,510 | |
| 6 | SITM |
SITIME Corp
|
1,663 | $574,317 | |
| 7 | AVGO |
Broadcom Inc.
|
1,812 | $560,832 | |
| 8 | AMD |
Advanced Micro Devices Inc
|
2,735 | $556,381 |
All Filings in POET
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $597,510 | 100,591 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||