Position in STM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$559,802
+$287,894 QoQ
Shares Held
7,475
-5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#327
of 602 holders
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in STM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Waverly Advisors, LLC holds $816,227,509 across 25 Semiconductors names. STM ranks #18 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,443,734 | $288,876,736 | |
| 2 | AVGO |
Broadcom Inc.
|
350,604 | $132,440,661 | |
| 3 | MU |
Micron Technology Inc
|
102,693 | $118,537,502 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
240,719 | $114,960,172 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
79,986 | $46,464,667 | |
| 6 | INTC |
Intel Corp
|
201,768 | $28,172,865 | |
| 7 | QCOM |
Qualcomm Inc/De
|
127,861 | $23,627,434 | |
| 8 | ADI |
Analog Devices Inc
|
47,826 | $18,995,052 |
All Filings in STM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $559,802 | 7,475 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $271,908 | 7,870 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $212,596 | 6,991 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||