Position in SITM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$12,674,520
New position
Shares Held
17,000
first reported quarter
Ownership
0.057%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#116
of 563 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, 2026Erste Asset Management GmbH holds $1,966,426,615 across 23 Semiconductors names. SITM ranks #13 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
3,446,949 | $689,700,025 | |
| 2 | AVGO |
Broadcom Inc.
|
1,014,935 | $383,391,695 | |
| 3 | MU |
Micron Technology Inc
|
179,762 | $207,497,478 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
347,501 | $201,866,805 | |
| 5 | INTC |
Intel Corp
|
965,254 | $134,778,415 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
206,836 | $98,778,667 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
197,824 | $58,929,791 | |
| 8 | TXN |
Texas Instruments Inc
|
197,114 | $58,753,769 |
All Filings in SITM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,674,520 | 17,000 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||