Position in VLN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$49,107
-$12,603 QoQ
Shares Held
43,458
0.0% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in VLN Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026FIRST MANHATTAN CO. LLC. holds $1,431,158,464 across 13 Semiconductors names. VLN ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
2,183,157 | $675,708,923 | |
| 2 | NVDA |
Nvidia Corp
|
2,542,978 | $443,495,363 | |
| 3 | INTC |
Intel Corp
|
5,691,060 | $251,146,477 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
58,232 | $19,679,504 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
83,986 | $17,085,271 | |
| 6 | QCOM |
Qualcomm Inc/De
|
55,636 | $7,164,804 | |
| 7 | TXN |
Texas Instruments Inc
|
36,727 | $7,130,179 | |
| 8 | ADI |
Analog Devices Inc
|
14,749 | $4,692,246 |
All Filings in VLN
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49,107 | 43,458 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $61,710 | 43,458 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $77,789 | 43,458 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $114,294 | 43,458 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $88,654 | 43,458 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $112,990 | 43,458 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $95,607 | 43,458 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $138,631 | 43,458 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $102,126 | 43,458 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||