Position in ACLS
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$3,735,579
+$3,021,343 QoQ
Shares Held
40,133
+448.6% QoQ
Ownership
0.131%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ACLS Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Allianz Asset Management GmbH holds $1,761,248,544 across 14 Semiconductor Equipment & Materials names. ACLS ranks #12 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
2,957,819 | $631,967,604 | |
| 2 | AMAT |
Applied Materials Inc /De
|
1,836,311 | $627,632,735 | |
| 3 | KLAC |
Kla Corp
|
162,549 | $239,338,770 | |
| 4 | NVMI |
Nova Ltd.
|
159,388 | $69,219,019 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
1,384,433 | $62,341,016 | |
| 6 | TER |
Teradyne, Inc
|
161,720 | $47,943,509 | |
| 7 | IPGP |
Ipg Photonics Corp
|
352,665 | $40,411,882 | |
| 8 | PLAB |
Photronics Inc
|
369,478 | $14,930,604 |
All Filings in ACLS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,735,579 | 40,133 | Shares | Defined | 2026-05-11 | |
| 2025-09-30 | $714,236 | 7,315 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $887,153 | 12,730 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $721,705 | 14,530 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $4,049,315 | 57,955 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $11,538,637 | 110,049 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $17,632,412 | 124,006 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $14,392,882 | 129,061 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $16,253,787 | 125,328 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $20,033,301 | 122,866 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $21,591,507 | 117,774 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $16,686,098 | 125,224 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $13,438,901 | 169,341 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $13,352,632 | 220,486 | Shares | Defined | 2022-11-08 | |
| 2022-06-30 | $5,067,544 | 92,406 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $3,599,080 | 47,651 | Shares | Defined | 2022-05-13 | |
| 2020-12-31 | $831,259 | 28,546 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $632,676 | 28,758 | Shares | Defined | 2020-11-13 | |
| 2020-03-31 | $8,276,724 | 452,033 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||