Position in SITM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,097,597
New position
Shares Held
5,496
first reported quarter
Ownership
0.018%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#198
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, 2026Life Cycle Investment Partners Ltd holds $4,036,895,638 across 14 Semiconductors names. SITM ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
8,474,723 | $1,695,707,325 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,329,941 | $635,139,923 | |
| 3 | AVGO |
Broadcom Inc.
|
1,556,143 | $587,833,018 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
597,244 | $346,945,012 | |
| 5 | INTC |
Intel Corp
|
1,854,351 | $258,923,030 | |
| 6 | MU |
Micron Technology Inc
|
207,664 | $239,704,478 | |
| 7 | ADI |
Analog Devices Inc
|
169,602 | $67,360,826 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
211,740 | $63,075,228 |
All Filings in SITM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,097,597 | 5,496 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||