Savoie Capital LLC NXPI — NXP SEMICONDUCTORS N V

Ownership history in Savoie Capital LLC  ·  7 quarters on record

AI Ownership Summary

Savoie Capital LLC reported NXP SEMICONDUCTORS N V (NXPI) in 7 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 0.76% in 2023 Q4. The latest visible filing shows NXPI at 0.39% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NXPI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Savoie Capital LLC's position in NXP SEMICONDUCTORS N V, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

NXPI was reported at 0.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.76% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NXPI stock page Savoie Capital LLC fund profile Savoie Capital LLC full holdings
How Savoie Capital LLC held NXPI — position size vs. price
% of Fund (quarterly)    NXPI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED — — — 14,500 -2 -0.0% 0.39% $3.2M 2025-08-14 (Est.) $228.27
2025 Q1 UNCHANGED — — — 14,502 — 0% 0.36% $3.0M 2025-05-16 $208.58
2024 Q4 REDUCED 14.7% -8.1% ✅ 14,502 -2,500 -14.7% 0.36% $3.0M 2025-02-14 $218.87
2024 Q3 ADDED — — — 17,002 +2,502 +17.3% 0.50% $4.1M 2024-11-15 $210.98
2024 Q2 UNCHANGED — — — 14,500 — 0% 0.51% $3.9M 2024-08-14 $235.79
2024 Q1 UNCHANGED — — — 14,500 — 0% 0.50% $3.6M 2024-05-15 $262.30
2023 Q4 INITIATED — — — 14,500 — — 0.76% $3.3M 2024-02-15 $225.15

🏢 Other funds also holding NXPI

As of 2026 Q1 — sorted by position size

FIFTHDELTA Ltd 3Y 7.99% KETTLE HILL CAPITAL MANAGEMENT, LLC 3Y 7Y 5.03% VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 3Y 7Y 4.76% Carmel Capital Management L.L.C. 3Y 3.71% INTREPID FAMILY OFFICE LLC 3Y 3.69% Triad Investment Management 3Y 7Y 2.96% LYRICAL ASSET MANAGEMENT LP 3Y 7Y 2.81% SOUND SHORE MANAGEMENT INC /CT/ 3Y 7Y 2.71% Sather Financial Group Inc 3Y 7Y 2.48% WAYCROSS PARTNERS, LLC 3Y 2.26%

FAQ About Savoie Capital LLC and NXPI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Savoie Capital LLC reported owning NXPI?

Savoie Capital LLC reported NXPI across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported NXPI position in Savoie Capital LLC's portfolio?

The largest reported portfolio weight for NXPI was 0.76% in 2023 Q4.

What is the latest reported NXPI position on this page?

The most recent filing on this page is 2025 Q2, when Savoie Capital LLC reported 14,500 shares, equal to 0.39% of portfolio, with an estimated market value of $3.2M.

What does the chart on this NXPI ownership page compare?

The chart compares Savoie Capital LLC's quarterly NXPI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Savoie Capital LLC time their NXPI position?

Based on 13F filing dates vs. subsequent NXPI price moves, Savoie Capital LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on NXPI relative to SPY over the holding period was -15.7%.

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