Position in STM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$886,248
+$861,442 QoQ
Shares Held
11,834
+1548.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#274
of 602 holders
Holding Since
Sep 2023
6 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in STM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Arax Advisory Partners holds $689,260,089 across 63 Semiconductors names. STM ranks #19 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,492,942 | $298,722,764 | |
| 2 | AVGO |
Broadcom Inc.
|
245,487 | $92,732,714 | |
| 3 | MU |
Micron Technology Inc
|
61,796 | $71,330,504 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
85,318 | $49,562,079 | |
| 5 | INTC |
Intel Corp
|
270,605 | $37,784,576 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
116,222 | $34,621,371 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
59,468 | $28,400,132 | |
| 8 | QCOM |
Qualcomm Inc/De
|
135,115 | $24,967,900 |
All Filings in STM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $886,248 | 11,834 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $24,806 | 718 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $54,214 | 2,090 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $977,965 | 34,606 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $29,254 | 962 | Shares | Sole | 2025-08-12 | |
| 2023-09-30 | $1,079 | 25 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||