Position in STM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,670,652
+$2,388,344 QoQ
Shares Held
35,661
+336.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#183
of 602 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Havemeyer Place LP holds $31,234,124 across 14 Semiconductors names. STM ranks #6 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMD |
Advanced Micro Devices Inc
|
11,548 | $6,708,348 | |
| 2 | TXN |
Texas Instruments Inc
|
16,773 | $4,999,528 | |
| 3 | NXPI |
NXP Semiconductors N.V.
|
10,953 | $3,078,121 | |
| 4 | CRDO |
Credo Technology Group Holding Ltd
|
9,896 | $2,691,217 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
5,609 | $2,678,690 | |
| 6 | STM |
STMicroelectronics N.V.
This page
|
35,661 | $2,670,652 | |
| 7 | ARM |
Arm Holdings PLC /Uk
|
6,877 | $2,438,377 | |
| 8 | INTC |
Intel Corp
|
13,449 | $1,877,883 |
All Filings in STM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,670,652 | 35,661 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $282,308 | 8,171 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $202,721 | 7,815 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||