Position in VLN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$151,148
-$67,177 QoQ
Shares Held
133,760
-13.0% QoQ
Ownership
0.130%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VLN Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026&PARTNERS holds $1,041,141,769 across 30 Semiconductors names. VLN ranks #30 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
2,643,834 | $461,084,649 | |
| 2 | AVGO |
Broadcom Inc.
|
883,594 | $273,481,178 | |
| 3 | MU |
Micron Technology Inc
|
193,267 | $65,293,323 | |
| 4 | ADI |
Analog Devices Inc
|
200,642 | $63,832,245 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
131,020 | $44,278,209 | |
| 6 | QCOM |
Qualcomm Inc/De
|
290,530 | $37,414,453 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
120,016 | $24,414,854 | |
| 8 | TXN |
Texas Instruments Inc
|
92,062 | $17,872,916 |
All Filings in VLN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $151,148 | 133,760 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $218,325 | 153,750 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||