Position in POET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,938,222
+$1,938,222 QoQ
Shares Held
326,300
Ownership
0.189%
of shares outstanding
% of Portfolio
1.83%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Derivatives in POET
reported options exposure · as of Dec 31, 2025CallValue
$2,578,209
CallShares
407,300
PutValue
$0
PutShares
0
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, 2026Kultura Capital Management LP holds $33,684,037 across 6 Semiconductors names. POET ranks #6 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
30,380 | $10,266,921 | |
| 2 | NVDA |
Nvidia Corp
|
47,800 | $8,336,320 | |
| 3 | TSEM |
Tower Semiconductor Ltd
|
34,800 | $6,106,704 | |
| 4 | INTC |
Intel Corp
|
80,200 | $3,539,226 | |
| 5 | MU |
Micron Technology Inc
|
10,350 | $3,496,644 | |
| 6 | POET |
Poet Technologies Inc.
This page
|
326,300 | $1,938,222 |
All Filings in POET
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,938,222 | 326,300 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,578,209 | 407,300 | Call | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||