Position in POET
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,086,534
New position
Shares Held
105,694
first reported quarter
Ownership
0.061%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#40
of 154 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductors
Technology · as of Jun 30, 2026Capstone Capital Management Ltd holds $22,974,321 across 15 Semiconductors names. POET ranks #11 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMD |
Advanced Micro Devices Inc
|
6,988 | $4,059,399 | |
| 2 | WOLF |
Wolfspeed, Inc.
|
52,554 | $2,535,730 | |
| 3 | QCOM |
Qualcomm Inc/De
|
11,714 | $2,164,630 | |
| 4 | VSH |
Vishay Intertechnology Inc
|
35,901 | $1,930,755 | |
| 5 | TSEM |
Tower Semiconductor Ltd
|
7,137 | $1,860,187 | |
| 6 | SITM |
SITIME Corp
|
2,292 | $1,708,823 | |
| 7 | UMC |
United Microelectronics Corp
|
57,523 | $1,565,200 | |
| 8 | ON |
On Semiconductor Corp
|
16,038 | $1,516,232 |
All Filings in POET
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,086,534 | 105,694 | Shares | Sole | 2026-07-20 | |
| No filing history on record for this holder in this stock. | ||||||