Electronic Components And Accessories - Latest Institutional Ownership Updates

This table shows recent investment for the industry. A lot of people consider institutional money to be "smart money" since they tend to be well-informed and have dedicated research teams. So, tracking the filings of institutions can be considered a proxy for institutional sentiment. If you see a number of institutions accumulating shares, for example, that might be considered a positive signal.

File Date Form Target Company Investor Prior Shares Current Shares Change
(Percent)
2026-06-01 13F-HR AVGO / Broadcom Foguth Wealth Management, LLC. 2,266 1,970 -13.06
2026-06-01 13F-HR AMD / Advanced Micro Devices Foguth Wealth Management, LLC. 1,668 1,684 0.96
2026-06-01 13F-HR UCTT / Ultra Clean Holdings Foguth Wealth Management, LLC. 3,460
2026-06-01 13F-HR TXN / Texas Instruments Foguth Wealth Management, LLC. 4,567
2026-06-01 13F-HR INTC / Intel Foguth Wealth Management, LLC. 5,079
2026-06-01 13F-HR AMAT / Applied Materials Foguth Wealth Management, LLC. 0 685
2026-06-01 13F-HR ADI / Analog Devices Foguth Wealth Management, LLC. 485
2026-06-01 13F-HR TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt Foguth Wealth Management, LLC. 0 656
2026-06-01 13F-HR NVDA / NVIDIA Foguth Wealth Management, LLC. 30,934 40,579 31.18
2026-06-01 13F-HR/A NVDD / Direxion Shares ETF Trust - Direxion Daily NVDA Bear 1X ETF Nwi Management Lp 112,000 112,000 0.00
2026-06-01 13F-HR/A MU / Micron Technology Nwi Management Lp 144,000 144,000 0.00
2026-06-01 13F-HR/A TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt Nwi Management Lp 153,000 153,000 0.00
2026-06-01 13F-HR/A AVGO / Broadcom Nwi Management Lp 0 81,000
2026-06-01 13F-HR/A NVDA / NVIDIA Nwi Management Lp 112,000 112,000 0.00
2026-06-01 13F-HR/A MU / Micron Technology Nwi Management Lp 145,000 144,000 -0.69
2026-06-01 13F-HR/A TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt Nwi Management Lp 153,000
2026-06-01 13F-HR NVDA / NVIDIA Dala Group, LLC 8,627
2026-06-01 13F-HR AVGO / Broadcom Dala Group, LLC 695
2026-06-01 13F-HR AMD / Advanced Micro Devices Dala Group, LLC 1,133
2026-05-29 13F-HR MPWR / Monolithic Power Systems Keel Point, LLC 336 243 -27.68
2026-05-29 13F-HR TXN / Texas Instruments Keel Point, LLC 4,854 3,807 -21.57
2026-05-29 13F-HR NXPI / NXP Semiconductors N.V. Keel Point, LLC 1,720 1,515 -11.92
2026-05-29 13F-HR NVDA / NVIDIA Keel Point, LLC 187,112 146,676 -21.61
2026-05-29 13F-HR AVGO / Broadcom Keel Point, LLC 28,111 19,393 -31.01
2026-05-29 13F-HR MRVL / Marvell Technology Keel Point, LLC 5,649 2,394 -57.62
2026-05-29 13F-HR AMD / Advanced Micro Devices Keel Point, LLC 6,411 4,790 -25.28
2026-05-29 13F-HR MU / Micron Technology Keel Point, LLC 5,006 4,534 -9.43
2026-05-29 13F-HR APH / Amphenol Keel Point, LLC 39,852 33,729 -15.36
2026-05-29 13F-HR AMAT / Applied Materials Keel Point, LLC 5,617 4,420 -21.31
2026-05-29 13F-HR INTC / Intel Keel Point, LLC 11,199 8,863 -20.86
2026-05-29 13F-HR ADI / Analog Devices Keel Point, LLC 2,931 1,547 -47.22
2026-05-29 13F-HR AMBA / Ambarella Keel Point, LLC 10,009 9,835 -1.74
2026-05-29 13F-HR TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt Keel Point, LLC 8,677 3,159 -63.59
2026-05-29 SCHEDULE 13D/A NVTS / Navitas Semiconductor Singh Ranbir 25,056,914 14,943,475 -40.36
2026-05-29 13F-HR/A NVDA / NVIDIA Ramiah Investment Group 2,188 2,415 10.37
2026-05-29 13F-HR/A NVDA / NVIDIA Ramiah Investment Group 1,984 2,188 10.28
2026-05-29 13F-HR/A NVDA / NVIDIA Ramiah Investment Group 2,181 1,984 -9.03
2026-05-29 13F-HR/A TTMI / TTM Technologies Prospect Capital Advisors, LLC 124,950 75,760 -39.37
2026-05-29 13F-HR/A SIMO / Silicon Motion Technology Corporation - Depositary Receipt Prospect Capital Advisors, LLC 88,350 82,240 -6.92
2026-05-29 13F-HR/A LSCC / Lattice Semiconductor Prospect Capital Advisors, LLC 62,470 49,630 -20.55
2026-05-29 13F-HR/A OSIS / OSI Systems Prospect Capital Advisors, LLC 51,985 49,485 -4.81
2026-05-29 13F-HR/A DIOD / Diodes Prospect Capital Advisors, LLC 41,800
2026-05-29 13F-HR WOLF / Wolfspeed Roehl & Yi Investment Advisors, LLC 43,922 0 -100.00
2026-05-29 13F-HR TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt Roehl & Yi Investment Advisors, LLC 5,142 5,112 -0.58
2026-05-29 13F-HR AVGO / Broadcom Roehl & Yi Investment Advisors, LLC 7,425 19,795 166.60
2026-05-29 13F-HR NVDA / NVIDIA Roehl & Yi Investment Advisors, LLC 28,424 129,060 354.05
2026-05-29 13F-HR TXN / Texas Instruments Roehl & Yi Investment Advisors, LLC 4,444 4,106 -7.61
2026-05-29 13F-HR AVGO / Broadcom Roehl & Yi Investment Advisors, LLC 7,438 7,425 -0.17
2026-05-29 13F-HR WOLF / Wolfspeed Roehl & Yi Investment Advisors, LLC 43,922
2026-05-29 13F-HR TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt Roehl & Yi Investment Advisors, LLC 5,174 5,142 -0.62
2026-05-29 13F-HR NVDA / NVIDIA Roehl & Yi Investment Advisors, LLC 28,811 28,424 -1.34
2026-05-29 13F-HR TXN / Texas Instruments Roehl & Yi Investment Advisors, LLC 4,446 4,444 -0.04
2026-05-29 13F-HR TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt Roehl & Yi Investment Advisors, LLC 5,222 5,174 -0.92
2026-05-29 13F-HR NVDA / NVIDIA Roehl & Yi Investment Advisors, LLC 28,044 28,811 2.73
2026-05-29 13F-HR AVGO / Broadcom Roehl & Yi Investment Advisors, LLC 7,475 7,438 -0.49
2026-05-29 13F-HR TXN / Texas Instruments Roehl & Yi Investment Advisors, LLC 4,443 4,446 0.07
2026-05-29 13F-HR TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt Roehl & Yi Investment Advisors, LLC 5,222
2026-05-29 13F-HR AVGO / Broadcom Roehl & Yi Investment Advisors, LLC 7,475
2026-05-29 13F-HR NVDA / NVIDIA Roehl & Yi Investment Advisors, LLC 28,044
2026-05-29 13F-HR TXN / Texas Instruments Roehl & Yi Investment Advisors, LLC 4,443
2026-05-29 13F-HR ADI / Analog Devices Ipsen Advisor Group LLC 2,411 2,374 -1.53
2026-05-29 13F-HR AVGO / Broadcom Ipsen Advisor Group LLC 3,508 3,498 -0.29
2026-05-29 13F-HR TXN / Texas Instruments Ipsen Advisor Group LLC 3,415 3,500 2.49
2026-05-29 13F-HR NVDA / NVIDIA Mullaney, Keating & Wright, Inc. 3,362 3,366 0.12
2026-05-29 13F-HR NVDA / NVIDIA Mullaney, Keating & Wright, Inc. 3,362 3,362 0.00
2026-05-29 13F-HR NVDA / NVIDIA Mullaney, Keating & Wright, Inc. 4,362 3,362 -22.93
2026-05-29 13F-HR NVDA / NVIDIA Mullaney, Keating & Wright, Inc. 4,362 4,362 0.00
2026-05-29 13F-HR NVDA / NVIDIA Mullaney, Keating & Wright, Inc. 4,362 4,362 0.00
2026-05-29 13F-HR NVDA / NVIDIA Mullaney, Keating & Wright, Inc. 4,186 4,362 4.20
2026-05-29 13F-HR NVDA / NVIDIA Mullaney, Keating & Wright, Inc. 4,110 4,186 1.85
2026-05-29 13F-HR NVDA / NVIDIA Mullaney, Keating & Wright, Inc. 4,110
2026-05-29 13F-HR INTC / Intel Peak Planning Group, LLC 23,857
2026-05-29 13F-HR SLAB / Silicon Laboratories Asset Dedication, LLC 200 0 -100.00
2026-05-29 13F-HR GFS / GLOBALFOUNDRIES Asset Dedication, LLC 62 62 0.00
2026-05-29 13F-HR NVDA / NVIDIA Asset Dedication, LLC 108,619 92,118 -15.19
2026-05-29 13F-HR AVGO / Broadcom Asset Dedication, LLC 35,508 34,047 -4.11
2026-05-29 13F-HR MRVL / Marvell Technology Asset Dedication, LLC 1,212 950 -21.62
2026-05-29 13F-HR TXN / Texas Instruments Asset Dedication, LLC 8,148 7,614 -6.55
2026-05-29 13F-HR FSLR / First Solar Asset Dedication, LLC 315 60 -80.95
2026-05-29 13F-HR MU / Micron Technology Asset Dedication, LLC 6,312 5,049 -20.01
2026-05-29 13F-HR MPWR / Monolithic Power Systems Asset Dedication, LLC 9 9 0.00
2026-05-29 13F-HR AMAT / Applied Materials Asset Dedication, LLC 924 1,226 32.68
2026-05-29 13F-HR APH / Amphenol Asset Dedication, LLC 63 63 0.00
2026-05-29 13F-HR TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt Asset Dedication, LLC 833 872 4.68
2026-05-29 13F-HR NXPI / NXP Semiconductors N.V. Asset Dedication, LLC 970 935 -3.61
2026-05-29 13F-HR HUBB / Hubbell Asset Dedication, LLC 4,520 4,520 0.00
2026-05-29 13F-HR AMD / Advanced Micro Devices Asset Dedication, LLC 7,825 7,686 -1.78
2026-05-29 13F-HR ADI / Analog Devices Asset Dedication, LLC 534 432 -19.10
2026-05-29 13F-HR QRVO / Qorvo Asset Dedication, LLC 25 25 0.00
2026-05-29 13F-HR INTC / Intel Asset Dedication, LLC 30,852 26,827 -13.05
2026-05-29 13F-HR TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt Lavelle Capital Lp 5,029
2026-05-29 13F-HR AVGO / Broadcom Lavelle Capital Lp 1,186
2026-05-29 13F-HR NVDA / NVIDIA Lavelle Capital Lp 11,837
2026-05-29 13F-HR NVDA / NVIDIA Krane Financial Solutions LLC 1,715
2026-05-29 13F-HR AMAT / Applied Materials Krane Financial Solutions LLC 2,087
2026-05-29 13F-HR AVGO / Broadcom Krane Financial Solutions LLC 3,118
2026-05-29 13F-HR NVDA / NVIDIA Ramiah Investment Group 0 2,181
2026-05-28 13F-HR NVDA / NVIDIA Ramiah Investment Group 3,369
2026-05-28 13F-HR AMD / Advanced Micro Devices Ramiah Investment Group 20,786
2026-05-28 13F-HR NVDA / NVIDIA Ramiah Investment Group 3,369 3,810 13.09
2026-05-28 13F-HR AMD / Advanced Micro Devices Ramiah Investment Group 20,786 14,851 -28.55
2026-05-28 13F-HR NVDA / NVIDIA Ramiah Investment Group 3,810 0 -100.00
2026-05-28 13F-HR AMD / Advanced Micro Devices Ramiah Investment Group 14,851 0 -100.00
2026-05-28 13F-HR NVDA / NVIDIA Ramiah Investment Group 0 1,930
2026-05-28 13F-HR NVDA / NVIDIA Ramiah Investment Group 1,930 2,615 35.49
2026-05-28 13F-HR NVDA / NVIDIA Ramiah Investment Group 2,615 0 -100.00
2026-05-28 13F-HR AVGO / Broadcom Lavelle Capital Lp 1,186 1,186 0.00
2026-05-28 13F-HR TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt Lavelle Capital Lp 5,029 4,041 -19.65
2026-05-28 13F-HR NVDA / NVIDIA Lavelle Capital Lp 11,837 11,567 -2.28
2026-05-28 13F-HR TXN / Texas Instruments Carlson Capital L P 7,000 0 -100.00
2026-05-28 13F-HR SLAB / Silicon Laboratories Carlson Capital L P 0 3,700
2026-05-28 13F-HR NVDD / Direxion Shares ETF Trust - Direxion Daily NVDA Bear 1X ETF Blue Fin Capital, Inc. 576,037 569,190 -1.19
2026-05-28 13F-HR AMAT / Applied Materials Blue Fin Capital, Inc. 906 906 0.00
2026-05-28 13F-HR MU / Micron Technology Blue Fin Capital, Inc. 3,504 3,576 2.05
2026-05-28 13F-HR AVGO / Broadcom Blue Fin Capital, Inc. 34,720 36,854 6.15
2026-05-28 13F-HR AMD / Advanced Micro Devices Blue Fin Capital, Inc. 22,276 22,358 0.37
2026-05-28 13F-HR TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt Challenger Wealth Management 4,682 5,107 9.08
2026-05-28 13F-HR MU / Micron Technology Challenger Wealth Management 717 759 5.86
2026-05-28 13F-HR NVDA / NVIDIA Challenger Wealth Management 21,196 21,427 1.09
2026-05-28 13F-HR AVGO / Broadcom Challenger Wealth Management 7,049 7,105 0.79
2026-05-28 13F-HR NVDA / NVIDIA Bannerstone Capital Management, LLC 30,898
2026-05-28 13F-HR CLS / Celestica Bannerstone Capital Management, LLC 4,367
2026-05-28 13F-HR VRT / Vertiv Holdings Bannerstone Capital Management, LLC 9,718
2026-05-28 13F-HR AVGO / Broadcom Bannerstone Capital Management, LLC 2,271
2026-05-28 13F-HR CRDO / Credo Technology Group Holding Bannerstone Capital Management, LLC 4,062
2026-05-28 13F-HR AMD / Advanced Micro Devices Bannerstone Capital Management, LLC 5,801
2026-05-28 13F-HR SIMO / Silicon Motion Technology Corporation - Depositary Receipt Henshaw Capital LLC 6,166
2026-05-28 13F-HR ASX / ASE Technology Holding Co., - Depositary Receipt Henshaw Capital LLC 20,784
2026-05-28 13F-HR TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt Henshaw Capital LLC 46,614
2026-05-28 13F-HR AVGO / Broadcom Henshaw Capital LLC 2,352
2026-05-28 13F-HR INTC / Intel Henshaw Capital LLC 12,500
2026-05-28 13F-HR MTSI / MACOM Technology Solutions Holdings Henshaw Capital LLC 6,543
2026-05-28 13F-HR CAVM / MontaVista Software Henshaw Capital LLC 9,745
2026-05-28 13F-HR SLAB / Silicon Laboratories Henshaw Capital LLC 8,134
2026-05-28 13F-HR MTSI / MACOM Technology Solutions Holdings Henshaw Capital LLC 6,543 8,828 34.92
2026-05-28 13F-HR SIMO / Silicon Motion Technology Corporation - Depositary Receipt Henshaw Capital LLC 6,166 6,166 0.00
2026-05-28 13F-HR TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt Henshaw Capital LLC 46,614 48,548 4.15
2026-05-28 13F-HR AVGO / Broadcom Henshaw Capital LLC 2,352 2,352 0.00
2026-05-28 13F-HR ASX / ASE Technology Holding Co., - Depositary Receipt Henshaw Capital LLC 20,784 20,784 0.00
2026-05-28 13F-HR INTC / Intel Henshaw Capital LLC 12,500 12,500 0.00
2026-05-28 13F-HR SLAB / Silicon Laboratories Henshaw Capital LLC 8,134 8,134 0.00
2026-05-28 13F-HR CAVM / MontaVista Software Henshaw Capital LLC 9,745 9,745 0.00
2026-05-28 13F-HR MTSI / MACOM Technology Solutions Holdings Henshaw Capital LLC 8,828 9,446 7.00
2026-05-28 13F-HR SIMO / Silicon Motion Technology Corporation - Depositary Receipt Henshaw Capital LLC 6,166 4,024 -34.74
2026-05-28 13F-HR TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt Henshaw Capital LLC 48,548 40,114 -17.37
2026-05-28 13F-HR AVGO / Broadcom Henshaw Capital LLC 2,352 2,352 0.00
2026-05-28 13F-HR ASX / ASE Technology Holding Co., - Depositary Receipt Henshaw Capital LLC 20,784 21,658 4.21
2026-05-28 13F-HR INTC / Intel Henshaw Capital LLC 12,500 12,500 0.00
2026-05-28 13F-HR CAVM / MontaVista Software Henshaw Capital LLC 9,745 6,183 -36.55
2026-05-28 13F-HR SLAB / Silicon Laboratories Henshaw Capital LLC 8,134 5,555 -31.71
2026-05-28 13F-HR MTSI / MACOM Technology Solutions Holdings Henshaw Capital LLC 9,446 9,446 0.00
2026-05-28 13F-HR SIMO / Silicon Motion Technology Corporation - Depositary Receipt Henshaw Capital LLC 4,024 0 -100.00
2026-05-28 13F-HR TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt Henshaw Capital LLC 40,114 38,101 -5.02
2026-05-28 13F-HR AVGO / Broadcom Henshaw Capital LLC 2,352 2,352 0.00
2026-05-28 13F-HR ASX / ASE Technology Holding Co., - Depositary Receipt Henshaw Capital LLC 21,658 21,658 0.00
2026-05-28 13F-HR INTC / Intel Henshaw Capital LLC 12,500 172,500 1,280.00
2026-05-28 13F-HR CAVM / MontaVista Software Henshaw Capital LLC 6,183 6,183 0.00
2026-05-28 13F-HR SLAB / Silicon Laboratories Henshaw Capital LLC 5,555 5,555 0.00
2026-05-28 13F-HR MTSI / MACOM Technology Solutions Holdings Henshaw Capital LLC 9,446 9,446 0.00
2026-05-28 13F-HR TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt Henshaw Capital LLC 38,101 36,432 -4.38
2026-05-28 13F-HR AVGO / Broadcom Henshaw Capital LLC 2,352 1,913 -18.66
2026-05-28 13F-HR ASX / ASE Technology Holding Co., - Depositary Receipt Henshaw Capital LLC 21,658 21,658 0.00
2026-05-28 13F-HR INTC / Intel Henshaw Capital LLC 172,500 172,500 0.00
2026-05-28 13F-HR CAVM / MontaVista Software Henshaw Capital LLC 6,183 6,183 0.00
2026-05-28 13F-HR SLAB / Silicon Laboratories Henshaw Capital LLC 5,555 5,555 0.00
2026-05-28 13F-HR MTSI / MACOM Technology Solutions Holdings Henshaw Capital LLC 9,446 0 -100.00
2026-05-28 13F-HR TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt Henshaw Capital LLC 36,432 36,432 0.00
2026-05-28 13F-HR AVGO / Broadcom Henshaw Capital LLC 1,913 1,913 0.00
2026-05-28 13F-HR ASX / ASE Technology Holding Co., - Depositary Receipt Henshaw Capital LLC 21,658 21,658 0.00
2026-05-28 13F-HR INTC / Intel Henshaw Capital LLC 172,500 244,500 41.74
2026-05-28 13F-HR SANM / Sanmina Henshaw Capital LLC 7,965
2026-05-28 13F-HR CAVM / MontaVista Software Henshaw Capital LLC 6,183 0 -100.00
2026-05-28 13F-HR VSH / Vishay Intertechnology Henshaw Capital LLC 21,725
2026-05-28 13F-HR SLAB / Silicon Laboratories Henshaw Capital LLC 5,555 5,555 0.00
2026-05-28 13F-HR FNSR / Finisar Henshaw Capital LLC 11,494
2026-05-28 13F-HR CY / Cypress Semiconductor Henshaw Capital LLC 28,584
2026-05-28 13F-HR TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt Henshaw Capital LLC 36,432 41,575 14.12
2026-05-28 13F-HR AVGO / Broadcom Henshaw Capital LLC 1,913 0 -100.00
2026-05-28 13F-HR ASX / ASE Technology Holding Co., - Depositary Receipt Henshaw Capital LLC 21,658 37,318 72.31
2026-05-28 13F-HR INTC / Intel Henshaw Capital LLC 244,500 245,121 0.25
2026-05-28 13F-HR SANM / Sanmina Henshaw Capital LLC 7,965 10,098 26.78
2026-05-28 13F-HR FNSR / Finisar Henshaw Capital LLC 11,494 11,494 0.00
2026-05-28 13F-HR VSH / Vishay Intertechnology Henshaw Capital LLC 21,725 21,797 0.33
2026-05-28 13F-HR SLAB / Silicon Laboratories Henshaw Capital LLC 5,555 0 -100.00
2026-05-28 13F-HR TXN / Texas Instruments Henshaw Capital LLC 3,785
2026-05-28 13F-HR CY / Cypress Semiconductor Henshaw Capital LLC 28,584 21,491 -24.81
2026-05-28 13F-HR AMKR / Amkor Technology Henshaw Capital LLC 26,136
2026-05-28 13F-HR TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt Henshaw Capital LLC 41,575 41,575 0.00
2026-05-28 13F-HR ASX / ASE Technology Holding Co., - Depositary Receipt Henshaw Capital LLC 37,318 36,774 -1.46
2026-05-28 13F-HR INTC / Intel Henshaw Capital LLC 245,121 245,121 0.00
2026-05-28 13F-HR SANM / Sanmina Henshaw Capital LLC 10,098 17,779 76.06
2026-05-28 13F-HR FNSR / Finisar Henshaw Capital LLC 11,494 11,270 -1.95
2026-05-28 13F-HR VSH / Vishay Intertechnology Henshaw Capital LLC 21,797 14,328 -34.27
2026-05-28 13F-HR TXN / Texas Instruments Henshaw Capital LLC 3,785 3,809 0.63
2026-05-28 13F-HR CY / Cypress Semiconductor Henshaw Capital LLC 21,491 15,295 -28.83
2026-05-28 13F-HR AMKR / Amkor Technology Henshaw Capital LLC 26,136 32,513 24.40
2026-05-28 13F-HR TTMI / TTM Technologies Henshaw Capital LLC 28,954
2026-05-28 13F-HR ASX / ASE Technology Holding Co., - Depositary Receipt Henshaw Capital LLC 36,774 36,774 0.00
2026-05-28 13F-HR TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt Henshaw Capital LLC 41,575 41,575 0.00
2026-05-28 13F-HR INTC / Intel Henshaw Capital LLC 245,121 245,121 0.00
2026-05-28 13F-HR SANM / Sanmina Henshaw Capital LLC 17,779 0 -100.00
2026-05-28 13F-HR FNSR / Finisar Henshaw Capital LLC 11,270 0 -100.00
2026-05-28 13F-HR VSH / Vishay Intertechnology Henshaw Capital LLC 14,328 0 -100.00
2026-05-28 13F-HR TXN / Texas Instruments Henshaw Capital LLC 3,809 7,304 91.76
2026-05-28 13F-HR CY / Cypress Semiconductor Henshaw Capital LLC 15,295 15,350 0.36
2026-05-28 13F-HR AMKR / Amkor Technology Henshaw Capital LLC 32,513 19,940 -38.67
2026-05-28 13F-HR ASX / ASE Technology Holding Co., - Depositary Receipt Henshaw Capital LLC 36,774 45,967 25.00
2026-05-28 13F-HR TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt Henshaw Capital LLC 41,575 51,760 24.50
2026-05-28 13F-HR INTC / Intel Henshaw Capital LLC 245,121 245,121 0.00
2026-05-28 13F-HR TXN / Texas Instruments Henshaw Capital LLC 7,304 7,068 -3.23
2026-05-28 13F-HR CY / Cypress Semiconductor Henshaw Capital LLC 15,350 13,180 -14.14
2026-05-28 13F-HR TTMI / TTM Technologies Henshaw Capital LLC 28,954 26,267 -9.28
2026-05-28 13F-HR AMKR / Amkor Technology Henshaw Capital LLC 19,940 0 -100.00
2026-05-28 13F-HR HIMX / Himax Technologies, Inc. - Depositary Receipt Henshaw Capital LLC 32,406
2026-05-28 13F-HR TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt Henshaw Capital LLC 51,760 53,073 2.54
2026-05-28 13F-HR ASX / ASE Technology Holding Co., - Depositary Receipt Henshaw Capital LLC 45,967 45,967 0.00
2026-05-28 13F-HR INTC / Intel Henshaw Capital LLC 245,121 245,121 0.00
2026-05-28 13F-HR TXN / Texas Instruments Henshaw Capital LLC 7,068 7,694 8.86
2026-05-28 13F-HR CY / Cypress Semiconductor Henshaw Capital LLC 13,180 13,856 5.13
2026-05-28 13F-HR TTMI / TTM Technologies Henshaw Capital LLC 26,267 21,755 -17.18
2026-05-28 13F-HR NVDA / NVIDIA Henshaw Capital LLC 750
2026-05-28 13F-HR HIMX / Himax Technologies, Inc. - Depositary Receipt Henshaw Capital LLC 32,406 32,406 0.00
2026-05-28 13F-HR AVGO / Broadcom Henshaw Capital LLC 0 2,596
2026-05-28 13F-HR TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt Henshaw Capital LLC 53,073 53,073 0.00
2026-05-28 13F-HR ASX / ASE Technology Holding Co., - Depositary Receipt Henshaw Capital LLC 45,967 45,967 0.00
2026-05-28 13F-HR INTC / Intel Henshaw Capital LLC 245,121 245,121 0.00
2026-05-28 13F-HR TXN / Texas Instruments Henshaw Capital LLC 7,694 7,816 1.59
2026-05-28 13F-HR CY / Cypress Semiconductor Henshaw Capital LLC 13,856 0 -100.00
2026-05-28 13F-HR TTMI / TTM Technologies Henshaw Capital LLC 21,755 0 -100.00
2026-05-28 13F-HR NVDA / NVIDIA Henshaw Capital LLC 750 0 -100.00
2026-05-28 13F-HR MXL / MaxLinear Henshaw Capital LLC 12,235
2026-05-28 13F-HR HIMX / Himax Technologies, Inc. - Depositary Receipt Henshaw Capital LLC 32,406 0 -100.00
2026-05-28 13F-HR SMTC / Semtech Henshaw Capital LLC 4,695
2026-05-28 13F-HR TSEM / Tower Semiconductor Henshaw Capital LLC 27,044
2026-05-28 13F-HR TSEM / Tower Semiconductor Henshaw Capital LLC 27,044 27,044 0.00
2026-05-28 13F-HR TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt Henshaw Capital LLC 51,643 45,815 -11.29
2026-05-28 13F-HR AVGO / Broadcom Henshaw Capital LLC 1,526 1,526 0.00
2026-05-28 13F-HR ASX / ASE Technology Holding Co., - Depositary Receipt Henshaw Capital LLC 45,347 45,347 0.00
2026-05-28 13F-HR INTC / Intel Henshaw Capital LLC 245,121 245,121 0.00
2026-05-28 13F-HR TXN / Texas Instruments Henshaw Capital LLC 8,151 8,771 7.61
2026-05-28 13F-HR MXL / MaxLinear Henshaw Capital LLC 9,872 0 -100.00
2026-05-28 13F-HR SMTC / Semtech Henshaw Capital LLC 4,695 4,695 0.00
2026-05-28 13F-HR TSEM / Tower Semiconductor Henshaw Capital LLC 27,044 27,044 0.00
2026-05-28 13F-HR TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt Henshaw Capital LLC 53,073 51,643 -2.69
2026-05-28 13F-HR AVGO / Broadcom Henshaw Capital LLC 2,596 1,526 -41.22
2026-05-28 13F-HR ASX / ASE Technology Holding Co., - Depositary Receipt Henshaw Capital LLC 45,967 45,347 -1.35
2026-05-28 13F-HR INTC / Intel Henshaw Capital LLC 245,121 245,121 0.00
2026-05-28 13F-HR TXN / Texas Instruments Henshaw Capital LLC 7,816 8,151 4.29
2026-05-28 13F-HR MXL / MaxLinear Henshaw Capital LLC 12,235 9,872 -19.31
2026-05-28 13F-HR SMTC / Semtech Henshaw Capital LLC 4,695 4,695 0.00