Position in POWI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$7,169,856
+$1,528,640 QoQ
Shares Held
85,600
-22.3% QoQ
Ownership
0.153%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#67
of 372 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in POWI Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026NICHOLAS COMPANY, INC. holds $605,960,000 across 8 Semiconductors names. POWI ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,157,479 | $231,599,973 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
179,426 | $104,230,357 | |
| 3 | AVGO |
Broadcom Inc.
|
263,532 | $99,549,213 | |
| 4 | TXN |
Texas Instruments Inc
|
267,187 | $79,640,429 | |
| 5 | LSCC |
Lattice Semiconductor Corp
|
293,953 | $44,963,050 | |
| 6 | MCHP |
Microchip Technology Inc
|
336,467 | $30,685,790 | |
| 7 | ADI |
Analog Devices Inc
|
20,448 | $8,121,332 | |
| 8 | POWI |
Power Integrations Inc
This page
|
85,600 | $7,169,856 |
All Filings in POWI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,169,856 | 85,600 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $5,641,216 | 110,180 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,932,678 | 110,655 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,449,437 | 110,655 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,631,645 | 100,745 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $5,089,137 | 100,775 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $6,217,817 | 100,775 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,461,693 | 100,775 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $20,348,853 | 289,911 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $19,277,358 | 269,425 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $21,560,443 | 262,580 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $19,523,531 | 255,845 | Shares | Sole | 2024-02-13 | |
| 2023-06-30 | $24,220,846 | 255,845 | Shares | Sole | 2024-02-13 | |
| 2023-03-31 | $23,008,114 | 271,835 | Shares | Sole | 2024-02-13 | |
| 2022-12-31 | $20,785,890 | 289,820 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $17,595,700 | 273,565 | Shares | Sole | 2024-02-13 | |
| 2022-06-30 | $20,520,110 | 273,565 | Shares | Sole | 2024-02-13 | |
| 2022-03-31 | $25,196,911 | 271,870 | Shares | Sole | 2024-02-13 | |
| 2021-12-31 | $25,175,976 | 271,030 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $26,830,744 | 271,045 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $22,245,645 | 271,090 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $20,939,545 | 256,990 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $23,295,309 | 284,575 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $8,998,622 | 162,430 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $9,595,699 | 81,230 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $7,198,011 | 81,490 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||