TWO SIGMA INVESTMENTS, LP

Position in VLN — Valens Semiconductor Ltd.

CIK 1179392 NEW YORK, NY

Position in VLN

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,196,455

+$1,988,852 QoQ

Shares Held

971,883

+429.0% QoQ

Ownership

0.898%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

of 54 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

TWO SIGMA INVESTMENTS, LP holds $6,965,956,311 across 58 Semiconductors names. VLN ranks #53 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	6,284,574	$1,257,480,411
2	AMD	Advanced Micro Devices Inc	1,515,419	$880,322,051
3	MU	Micron Technology Inc	535,173	$617,744,842
4	TXN	Texas Instruments Inc	1,371,840	$408,904,348
5	ON	On Semiconductor Corp	4,068,560	$384,641,662
6	GFS	GLOBALFOUNDRIES Inc.	3,417,505	$281,636,587
7	MPWR	Monolithic Power Systems, Inc.	190,505	$263,346,491
8	ARM	Arm Holdings PLC /Uk	660,156	$234,071,512

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,196,455	971,883	+429.0%	Shares	Sole	2026-08-14
2026-03-31	$207,603	183,720	-42.6%	Shares	Sole	2026-05-15
2025-12-31	$454,340	319,958	-10.9%	Shares	Sole	2026-02-17
2025-09-30	$642,957	359,194	+6.5%	Shares	Sole	2025-11-14
2025-06-30	$887,256	337,360	-2.3%	Shares	Sole	2025-08-14
2025-03-31	$704,091	345,143	-12.2%	Shares	Sole	2025-05-15
2024-12-31	$1,022,195	393,152	+75.2%	Shares	Sole	2025-02-14
2024-09-30	$493,715	224,416	-42.6%	Shares	Sole	2024-11-14
2024-06-30	$1,247,245	390,986	+85.9%	Shares	Sole	2024-08-14
2024-03-31	$494,129	210,268	-8.7%	Shares	Sole	2024-05-15
2023-12-31	$564,313	230,332	-9.9%	Shares	Sole	2024-02-14
2023-09-30	$680,047	255,657	-25.2%	Shares	Sole	2023-11-14
2023-06-30	$864,903	341,859	+219.6%	Shares	Sole	2023-08-14
2023-03-31	$341,199	106,959	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.