Paul Singer
SMH icon

Paul Singer’s VanEck Semiconductor ETF SMH Stock Holding History

Paul Singer’s Portfolio SMH Stock Details SMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$164M Buy
+250,000
New +$136M 0.72% 19
2025
Q3 		– Sell
-1,000,000
Closed -$279M – 40
2025
Q2 		$279M Buy
+1,000,000
New +$232M 1.54% 14
2022
Q2 		– Sell
-508,600
Closed -$68.6M – 46
2022
Q1 		$68.6M Sell
508,600
-2,063,400
-80% -$283M 0.69% 31
2021
Q4 		$397M Buy
2,572,000
+1,834,800
+249% +$265M 3.51% 9
2021
Q3 		$94.5M Hold
737,200
– – 0.68% 29
2021
Q2 		$96.7M Hold
737,200
– – 0.74% 27
2021
Q1 		$89.8M Buy
+737,200
New +$87.3M 0.67% 31

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Jasper Ridge Partners
Jasper Ridge Partners Menlo Park, California $3.96B AUM 23.16% 1-Year Est. Return