Counterpoint Mutual Funds LLC
Mutual FundPosition in POET — Poet Technologies Inc.
CIK 1698461
San Diego, CA
Position in POET
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,034,075
+$436,565 QoQ
Shares Held
100,591
0.0% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#41
of 154 holders
Holding Since
Mar 2026
2 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, 2026Counterpoint Mutual Funds LLC holds $60,817,476 across 15 Semiconductors names. POET ranks #10 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALAB |
Astera Labs, Inc.
|
23,077 | $11,146,652 | |
| 2 | MU |
Micron Technology Inc
|
7,916 | $9,137,359 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
13,826 | $8,031,661 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
26,919 | $8,018,900 | |
| 5 | INTC |
Intel Corp
|
56,132 | $7,837,711 | |
| 6 | MPWR |
Monolithic Power Systems, Inc.
|
5,491 | $7,590,538 | |
| 7 | CRDO |
Credo Technology Group Holding Ltd
|
7,526 | $2,046,695 | |
| 8 | SITM |
SITIME Corp
|
1,663 | $1,239,866 |
All Filings in POET
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,034,075 | 100,591 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $597,510 | 100,591 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||