Position in TXN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,140,316
+$3,258,069 QoQ
Shares Held
30,665
+1.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
6.97%
of 13F equity value
Holder Rank
#676
of 2,853 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TXN Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026LHM, INC. holds $38,157,055 across 5 Semiconductors names. TXN ranks #2 (24.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRVL |
Marvell Technology, Inc.
|
44,680 | $13,309,725 | |
| 2 | TXN |
Texas Instruments Inc
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|
30,665 | $9,140,316 | |
| 3 | MCHP |
Microchip Technology Inc
|
91,665 | $8,359,848 | |
| 4 | ALAB |
Astera Labs, Inc.
|
13,274 | $6,411,607 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,959 | $935,559 |
All Filings in TXN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,140,316 | 30,665 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,882,247 | 30,299 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,348,006 | 25,062 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,491,421 | 19,003 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||