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SMH · Bundles of many stocks · U.S.

VanEck Semiconductor ETF

A bundle of the biggest computer chip companies.

Company Health

This is a bundle of many stocks you can buy in one go (an ETF), not a single company, so there’s no business to check.

Who owns it

None of the 23 funds we follow reported owning VanEck Semiconductor ETF in their latest reports. Third Point sold all their shares in their latest report.
bought lately
owns it
doesn’t own it
Didn’t report owning it: Whale Rock, Appaloosa, Melqart, Coatue, D1 Capital, Light Street, Lone Pine, Third Point, TCI, Pershing Square, Duquesne, Himalaya Capital, Greenlight, Giverny Capital, Fundsmith, Semper Augustus, Akre
Their letters don’t mention it: Arquitos, Laughing Water, Alluvial, Bireme, Kingdom Capital, Saga Partners
From each fund’s latest 13F report (Jun 30, 2026). Funds that don’t file one: from their own letters.
Not investment advice. Holdings come from public SEC reports and the funds’ own letters, and can be up to 4½ months old. How this works