Position in STM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,288,108
+$693,848 QoQ
Shares Held
17,200
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#241
of 602 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in STM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026MARCO INVESTMENT MANAGEMENT LLC holds $223,977,160 across 10 Semiconductors names. STM ranks #9 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
310,641 | $117,344,637 | |
| 2 | QCOM |
Qualcomm Inc/De
|
196,723 | $36,352,443 | |
| 3 | NXPI |
NXP Semiconductors N.V.
|
79,065 | $22,219,636 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
60,000 | $17,873,400 | |
| 5 | INTC |
Intel Corp
|
115,783 | $16,166,780 | |
| 6 | NVDA |
Nvidia Corp
|
40,200 | $8,043,618 | |
| 7 | TXN |
Texas Instruments Inc
|
8,589 | $2,560,123 | |
| 8 | MU |
Micron Technology Inc
|
1,353 | $1,561,754 |
All Filings in STM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,288,108 | 17,200 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $594,260 | 17,200 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $446,168 | 17,200 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $503,028 | 17,800 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $564,105 | 18,550 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $451,278 | 20,550 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $531,861 | 21,300 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $722,439 | 24,300 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $852,376 | 21,700 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $938,308 | 21,700 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,107,873 | 22,100 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,385,436 | 32,100 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,739,652 | 34,800 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,949,710 | 36,450 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,296,526 | 36,450 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,158,703 | 37,450 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,206,874 | 38,350 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,692,063 | 39,150 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,938,092 | 39,650 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,642,669 | 37,650 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,373,345 | 37,750 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,243,808 | 32,450 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,393,856 | 37,550 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,152,409 | 37,550 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $1,029,245 | 37,550 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $802,443 | 37,550 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||