Position in POWI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$948,749
-$1,157,465 QoQ
Shares Held
11,327
-72.5% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#170
of 372 holders
Holding Since
Dec 2021
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in POWI Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Neo Ivy Capital Management holds $24,099,354 across 13 Semiconductors names. POWI ranks #8 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
27,208 | $5,444,048 | |
| 2 | MU |
Micron Technology Inc
|
3,944 | $4,552,519 | |
| 3 | INTC |
Intel Corp
|
20,131 | $2,810,891 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
8,904 | $2,652,412 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
4,276 | $2,483,971 | |
| 6 | AVGO |
Broadcom Inc.
|
5,984 | $2,260,456 | |
| 7 | CRDO |
Credo Technology Group Holding Ltd
|
5,174 | $1,407,069 | |
| 8 | POWI |
Power Integrations Inc
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|
11,327 | $948,749 |
All Filings in POWI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $948,749 | 11,327 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,106,214 | 41,137 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $521,202 | 12,962 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $503,384 | 9,968 | Shares | Sole | 2025-05-06 | |
| 2022-03-31 | $358,486 | 3,868 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $35,205 | 379 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||