Position in VSH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$32,241,701
+$31,742,942 QoQ
Shares Held
599,511
+1808.8% QoQ
Ownership
0.391%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#53
of 469 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VSH Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Holocene Advisors, LP holds $2,737,822,485 across 23 Semiconductors names. VSH ranks #11 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
6,083,601 | $1,217,267,724 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
1,193,476 | $693,302,143 | |
| 3 | STM |
STMicroelectronics N.V.
|
2,495,565 | $186,892,862 | |
| 4 | CRDO |
Credo Technology Group Holding Ltd
|
404,734 | $110,067,411 | |
| 5 | ON |
On Semiconductor Corp
|
1,010,241 | $95,508,184 | |
| 6 | MU |
Micron Technology Inc
|
77,319 | $89,248,548 | |
| 7 | MCHP |
Microchip Technology Inc
|
923,792 | $84,249,830 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
242,900 | $72,357,481 |
All Filings in VSH
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,241,701 | 599,511 | Shares | Sole | 2026-08-14 | |
| 2025-06-30 | $498,759 | 31,408 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,471,845 | 155,462 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,403,059 | 200,889 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,484,205 | 184,252 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,499,250 | 112,074 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,164,297 | 183,611 | Shares | Sole | 2024-05-15 | |
| 2023-06-30 | $882,793 | 30,027 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,761,984 | 77,895 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,974,302 | 91,530 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,356,185 | 76,233 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,404,350 | 191,041 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,984,864 | 152,289 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,985,408 | 136,507 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,922,251 | 145,458 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $275,606 | 12,222 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,512,392 | 62,807 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,657,320 | 128,311 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,280,351 | 146,458 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,414,918 | 92,660 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,511,810 | 104,914 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||