Position in RMBS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$13,184,097
New position
Shares Held
153,250
first reported quarter
Ownership
0.142%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductors
Technology · as of Jun 30, 2026STEADFAST CAPITAL MANAGEMENT LP holds $235,241,406 across 6 Semiconductors names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
466,633 | $93,368,596 | |
| 2 | STM |
STMicroelectronics N.V.
|
603,600 | $45,203,604 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
94,517 | $45,138,483 | |
| 4 | AVGO |
Broadcom Inc.
|
84,950 | $32,089,862 | |
| 5 | ADI |
Analog Devices Inc
|
41,500 | $16,482,555 | |
| 6 | CBRS |
Cerebras Systems Inc.
|
13,386 | $2,958,306 |
All Filings in RMBS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,184,097 | 153,250 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||