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
1.77%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 Jun 30, 2026Kultura Capital Management LP holds $71,369,469 across 8 Semiconductors names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTC |
Intel Corp
|
206,750 | $28,868,502 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
24,790 | $11,838,960 | |
| 3 | MU |
Micron Technology Inc
|
9,500 | $10,965,755 | |
| 4 | NVDA |
Nvidia Corp
|
48,935 | $9,791,404 | |
| 5 | ASX |
ASE Technology Holding Co., Ltd.
|
127,900 | $5,770,848 | |
| 6 | TSEM |
Tower Semiconductor Ltd
|
6,300 | $1,642,032 | |
| 7 | CBRS |
Cerebras Systems Inc.
|
5,700 | $1,259,700 | |
| 8 | NVTS |
Navitas Semiconductor Corp
|
68,765 | $1,232,268 |
All Filings in POET
Export CSV
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. | ||||||