Position in POET
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$16,880,839
New position
Shares Held
1,642,105
first reported quarter
Ownership
0.949%
of shares outstanding
% of Portfolio
4.04%
of 13F equity value
Holder Rank
#6
of 154 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Derivatives in POET
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$8,225,028
PutShares
800,100
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 Jun 30, 2026Elequin Capital, LP holds $137,989,619 across 23 Semiconductors names. POET ranks #3 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
400,000 | $80,036,000 | |
| 2 | INTC |
Intel Corp
|
200,051 | $27,933,121 | |
| 3 | POET |
Poet Technologies Inc.
This page
|
1,642,105 | $16,880,839 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
23,554 | $7,016,501 | |
| 5 | MU |
Micron Technology Inc
|
2,116 | $2,442,477 | |
| 6 | MCHP |
Microchip Technology Inc
|
20,682 | $1,600,020 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
706 | $337,164 | |
| 8 | SIMO |
Silicon Motion Technology CORP
|
971 | $323,663 |
All Filings in POET
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,225,028 | 800,100 | Put | Sole | 2026-08-13 | |
| 2026-06-30 | $16,880,839 | 1,642,105 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||