Azimuth Capital Investment Management LLC
Position in TXN — Texas Instruments Inc
CIK 1942364
BLOOMFIELD HILLS, MI
Position in TXN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$17,901,488
+$6,273,861 QoQ
Shares Held
60,058
+0.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#509
of 2,846 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in TXN Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Azimuth Capital Investment Management LLC holds $203,715,866 across 11 Semiconductors names. TXN ranks #5 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMD |
Advanced Micro Devices Inc
|
114,423 | $66,469,464 | |
| 2 | MPWR |
Monolithic Power Systems, Inc.
|
29,124 | $40,259,852 | |
| 3 | MRVL |
Marvell Technology, Inc.
|
127,414 | $37,955,356 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
47,818 | $22,836,442 | |
| 5 | TXN |
Texas Instruments Inc
This page
|
60,058 | $17,901,488 | |
| 6 | ARM |
Arm Holdings PLC /Uk
|
24,806 | $8,795,463 | |
| 7 | INTC |
Intel Corp
|
47,725 | $6,663,841 | |
| 8 | QCOM |
Qualcomm Inc/De
|
7,484 | $1,382,968 |
All Filings in TXN
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,901,488 | 60,058 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $11,627,627 | 59,893 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $10,109,435 | 58,271 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $10,509,907 | 57,203 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $11,089,399 | 53,412 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $9,372,073 | 52,154 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,623,200 | 51,321 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $10,365,269 | 50,178 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,057,742 | 36,281 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,287,064 | 36,089 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,197,925 | 36,360 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,781,631 | 48,938 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,653,381 | 48,069 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,940,384 | 48,064 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,850,935 | 35,413 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,841,760 | 18,360 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,797,966 | 18,210 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||