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Equibles

LONDON CO OF VIRGINIA

Position in TXN — Texas Instruments Inc

CIK 1259887 RICHMOND, VA
Back to TXN Full portfolio

Position in TXN

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$461,713,708
+$122,694,986 QoQ
Shares Held
1,549,011
-11.3% QoQ
Ownership
0.170%
of shares outstanding
% of Portfolio
2.64%
of 13F equity value
Holder Rank
#76
of 2,858 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 96% Shared 0% None 4%

Common Shares in TXN Over Time

Shares Held

Position Value (USD)

Position in Semiconductors

Technology · as of Jun 30, 2026

LONDON CO OF VIRGINIA holds $500,778,910 across 3 Semiconductors names. TXN ranks #1 (92.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TXN
Texas Instruments Inc
This page 		1,549,011 $461,713,708
2 NVDA
Nvidia Corp
 157,076 $31,429,336
3 TSM
Taiwan Semiconductor Manufacturing Co Ltd
 15,989 $7,635,866

All Filings in TXN

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $461,713,708 1,549,011
2026-03-31 $339,018,722 1,746,259
2025-12-31 $321,654,797 1,854,025
2025-09-30 $354,183,670 1,927,740
2025-06-30 $408,848,210 1,969,214
2025-03-31 $362,762,905 2,018,714
2024-12-31 $389,969,234 2,079,725
2024-09-30 $453,646,931 2,196,093
2024-06-30 $456,539,733 2,346,886
2024-03-31 $433,151,040 2,486,373
2023-12-31 $435,589,733 2,555,378
2023-09-30 $434,204,313 2,730,673
2023-06-30 $507,088,436 2,816,845
2023-03-31 $537,105,363 2,887,508
2022-12-31 $488,096,889 2,954,224
2022-09-30 $458,234,548 2,960,554
2022-06-30 $442,415,046 2,879,369
2022-03-31 $545,837,037 2,974,913
2021-12-31 $549,243,420 2,914,222
2021-09-30 $562,126,794 2,924,545
2021-06-30 $552,673,853 2,874,019
2021-03-31 $535,938,597 2,835,804
2020-12-31 $465,785,347 2,837,905
2020-09-30 $383,649,028 2,686,806
2020-06-30 $312,860,809 2,464,053
2020-03-31 $189,283,608 1,894,162