SMH
VANECK SEMICONDUCTOR ETFData as of 2026 Q2 (06-30) · 13F snapshot
Summary
VANECK SEMICONDUCTOR ETF (SMH) is held as common stock by 5 tracked hedge-fund managers, with a combined reported value of ~$167.83M; the largest are Izzy Englander, Paul Tudor Jones, Joel Greenblatt. 5 tracked managers also disclosed PUT or CALL positions, reported separately below. This quarter: 2 new, 1 added, 2 trimmed, 3 closed. Data as of 2026 Q2, from public SEC 13F filings, delayed up to ~45 days.
Attention · MediumThis quarter · Cooling
Common-stock holders55 also report options
Congress trades0
Price$606.90vs quarter-end-7.47%
Sectors0
This quarter's moves
Top holderNew2
Added1
Trimmed / sold5
Izzy EnglanderCommon-stock positions
PUT and CALL disclosures are excluded from these holder counts and values.
| Investor | Value | % of portfolio | Action |
|---|
PUT / CALL disclosures
Reported separately: 13F option values are not common-stock ownership and do not reveal the full strategy or economic exposure.
Value $11.57B— of portfolio17,637,4002026 Q2
Value $4.94B— of portfolio7,526,5002026 Q2
Value $1.39B— of portfolio2,118,0002026 Q2
Value $653.73M— of portfolio996,7002026 Q2
Value $358.71M— of portfolio546,9002026 Q2
Value $163.97M— of portfolio250,0002026 Q2
Value $94.19M— of portfolio143,6002026 Q2
Value $85.46M— of portfolio130,3002026 Q2
Value $80.67M— of portfolio123,0002026 Q2
| Investor | Value | % of portfolio | Action |
|---|---|---|---|
| Ken GriffinPUT | $11.57B | — | — |
| Ken GriffinCALL | $4.94B | — | — |
| Izzy EnglanderPUT | $1.39B | — | — |
| Izzy EnglanderCALL | $653.73M | — | — |
| Paul Tudor JonesPUT | $358.71M | — | — |
| Paul SingerPUT | $163.97M | — | — |
| Steven CohenPUT | $94.19M | — | — |
| Steven CohenCALL | $85.46M | — | — |
| Paul Tudor JonesCALL | $80.67M | — | — |
Public SEC 13F filings may appear up to 45 days after quarter-end; STOCK Act / OGE trade filings are generally due within 45 days but may be late. Partial data only — research, not investment advice.