Position in VSH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$40,243,356
+$23,375,982 QoQ
Shares Held
2,235,742
+92.1% QoQ
Ownership
1.64%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
19 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in VSH Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $5,261,753,865 across 53 Semiconductors names. VSH ranks #14 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
11,234,245 | $1,959,252,328 | |
| 2 | MU |
Micron Technology Inc
|
2,290,444 | $773,803,600 | |
| 3 | AVGO |
Broadcom Inc.
|
2,225,253 | $688,738,056 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
1,372,004 | $279,106,773 | |
| 5 | ON |
On Semiconductor Corp
|
4,453,815 | $275,780,224 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
608,329 | $205,584,785 | |
| 7 | SWKS |
Skyworks Solutions, Inc.
|
3,473,003 | $185,979,310 | |
| 8 | GFS |
GLOBALFOUNDRIES Inc.
|
2,674,297 | $118,952,730 |
All Filings in VSH
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,243,356 | 2,235,742 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,867,374 | 1,164,070 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,920,972 | 844,508 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $870,573 | 54,822 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,951,978 | 185,659 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,574,202 | 151,960 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,018,114 | 53,840 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,954,372 | 87,640 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $893,682 | 39,404 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,481,465 | 61,805 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,322,786 | 174,870 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $714,420 | 24,300 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $549,666 | 24,300 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $254,526 | 11,800 | Shares | Sole | 2023-02-14 | |
| 2021-12-31 | $2,531,299 | 115,743 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,817,200 | 239,781 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $10,998,920 | 487,757 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $289,923 | 12,040 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $2,775,913 | 178,286 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||