Profund Vp Semiconductor
Profund Vp Semiconductor reported 36 holdings worth US$113M as of Jun 30, 2026 (Form N-PORT)
As of Jun 30, 2026 · Filed Aug 28, 2026
Profund Vp Semiconductor reported 36 holdings worth US$113M as of Jun 30, 2026. Largest: Nvidia Corporation, Broadcom Inc. and Micron Technology, Inc. Filed Aug 28, 2026 (Form N-PORT).
- Holdings
- 36
- Value as reported
- US$113M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 139K | US$27.7M | 24.6% |
| Broadcom Inc. | 27,097 | US$10.2M | 9.1% |
| Micron Technology, Inc. | 6,454 | US$7.45M | 6.6% |
| Advanced Micro Devices Inc | 9,332 | US$5.42M | 4.8% |
| Intel Corporation | 27,038 | US$3.78M | 3.3% |
| Applied Materials, Inc. | 4,542 | US$3.28M | 2.9% |
| Lam Research Corporation | 7,157 | US$3.1M | 2.7% |
| Kla Corporation | 7,476 | US$2.26M | 2.0% |
| Texas Instruments Incorporated | 5,208 | US$1.55M | 1.4% |
| Marvell Technology, Inc. | 5,011 | US$1.49M | 1.3% |
| Qualcomm Incorporated | 6,032 | US$1.11M | 0.99% |
| Analog Devices, Inc. | 2,794 | US$1.11M | 0.98% |
| Teradyne, Inc. | 896 | US$434K | 0.38% |
| Nxp Semiconductors N.v. | 1,445 | US$406K | 0.36% |
| Monolithic Power Systems, Inc. | 281 | US$388K | 0.34% |
| Astera Labs, Inc. | 765 | US$370K | 0.33% |
| Microchip Technology Incorporated | 3,097 | US$282K | 0.25% |
| Credo Technology Group Holding Ltd | 929 | US$253K | 0.22% |
| On Semiconductor Corporation | 2,243 | US$212K | 0.19% |
| Qnity Electronics, Inc. | 1,198 | US$196K | 0.17% |
| Mks Inc. | 387 | US$172K | 0.15% |
| Entegris, Inc. | 873 | US$157K | 0.14% |
| Macom Technology Solutions Holdings, Inc. | 376 | US$143K | 0.13% |
| Lattice Semiconductor Corporation | 784 | US$120K | 0.11% |
| Onto Innovation Inc. | 285 | US$108K | 0.10% |
| Rambus, Inc. | 619 | US$82,166 | 0.07% |
| Skyworks Solutions, Inc. | 861 | US$58,376 | 0.05% |
| Amkor Technology, Inc. | 653 | US$56,308 | 0.05% |
| Allegro Microsystems, Inc. | 710 | US$49,430 | 0.04% |
| Globalfoundries Inc. | 596 | US$49,116 | 0.04% |
| Cerebras Systems Inc. | 197 | US$43,537 | 0.04% |
| Cirrus Logic, Inc. | 292 | US$43,371 | 0.04% |
| Qorvo, Inc. | 458 | US$42,718 | 0.04% |
| Silicon Laboratories, Inc. | 189 | US$41,308 | 0.04% |
| Enphase Energy, Inc. | 754 | US$37,127 | 0.03% |
| Universal Display Corporation | 249 | US$21,561 | 0.02% |
Source
View original at SEC
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