Position in ACMR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,093,551
+$6,400,164 QoQ
Shares Held
63,784
+48.2% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#83
of 376 holders
Holding Since
Sep 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ACMR Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026LAZARD ASSET MANAGEMENT LLC holds $2,386,279,267 across 19 Semiconductor Equipment & Materials names. ACMR ranks #9 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
2,427,234 | $732,320,769 | |
| 2 | ASML |
Asml Holding NV
|
286,185 | $569,347,857 | |
| 3 | AMAT |
Applied Materials Inc /De
|
515,888 | $372,987,024 | |
| 4 | TER |
Teradyne, Inc
|
496,498 | $240,225,592 | |
| 5 | LRCX |
Lam Research Corp
|
553,755 | $239,958,654 | |
| 6 | IPGP |
Ipg Photonics Corp
|
1,427,735 | $167,501,870 | |
| 7 | ONTO |
Onto Innovation Inc.
|
28,428 | $10,758,576 | |
| 8 | KLIC |
Kulicke & Soffa Industries Inc
|
64,312 | $8,602,373 |
All Filings in ACMR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,093,551 | 63,784 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,693,387 | 43,034 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $135,845 | 5,245 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $95,694 | 4,100 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $17,173 | 846 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $147,491 | 6,396 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $93,772 | 3,218 | Shares | Sole | 2024-07-09 | |
| 2023-12-31 | $4 | 248 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $116,523 | 6,436 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||