Position in SITM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,255,248
+$2,844,918 QoQ
Shares Held
8,390
-15.0% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#168
of 563 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SITM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026EFG International AG holds $715,332,415 across 26 Semiconductors names. SITM ranks #14 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,342,712 | $268,663,239 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
310,962 | $148,506,118 | |
| 3 | AVGO |
Broadcom Inc.
|
350,765 | $132,501,475 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
84,631 | $49,162,990 | |
| 5 | ALAB |
Astera Labs, Inc.
|
49,499 | $23,909,003 | |
| 6 | QCOM |
Qualcomm Inc/De
|
67,024 | $12,385,363 | |
| 7 | MU |
Micron Technology Inc
|
9,937 | $11,470,177 | |
| 8 | TXN |
Texas Instruments Inc
|
37,522 | $11,184,179 |
All Filings in SITM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,255,248 | 8,390 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $3,410,330 | 9,875 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,985,868 | 8,454 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||