Position in POET
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$15,378,982
+$13,607,110 QoQ
Shares Held
1,496,010
+401.5% QoQ
Ownership
0.864%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#7
of 154 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in POET Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026NATIONAL BANK OF CANADA /FI/ holds $19,670,700,317 across 41 Semiconductors names. POET ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
38,799,597 | $7,763,411,361 | |
| 2 | MU |
Micron Technology Inc
|
3,246,052 | $3,746,885,360 | |
| 3 | AVGO |
Broadcom Inc.
|
7,277,531 | $2,749,087,333 | |
| 4 | INTC |
Intel Corp
|
8,756,909 | $1,222,727,201 | |
| 5 | MRVL |
Marvell Technology, Inc.
|
3,360,134 | $1,000,950,315 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
1,607,891 | $934,039,959 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,860,966 | $888,741,531 | |
| 8 | QCOM |
Qualcomm Inc/De
|
2,653,357 | $490,313,837 |
All Filings in POET
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,378,982 | 1,496,010 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $1,771,872 | 298,295 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $179,803 | 28,405 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $157,973 | 28,515 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $113,588 | 21,802 | Shares | Defined | 2025-08-18 | |
| 2025-03-31 | $82,392 | 21,797 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $124,039 | 20,847 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $102,275 | 23,035 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $47,800 | 23,092 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $31,608 | 23,072 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $21,667 | 23,050 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $72,063 | 23,550 | Shares | Defined | 2023-10-10 | |
| 2023-06-30 | $101,650 | 23,050 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $87,494 | 22,550 | Shares | Defined | 2023-04-12 | |
| 2022-12-31 | $6,040 | 2,000 | Shares | Defined | 2023-01-24 | |
| 2022-09-30 | $5,120 | 2,000 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $10,440 | 2,000 | Shares | Defined | 2022-07-28 | |
| 2022-03-31 | $14,520 | 2,000 | Shares | Defined | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||