Position in ACMR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$188,786,560
+$134,828,778 QoQ
Shares Held
1,487,797
+8.5% QoQ
Ownership
2.14%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#6
of 376 holders
Holding Since
Mar 2020
26 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, 2026GEODE CAPITAL MANAGEMENT, LLC holds $48,332,018,068 across 30 Semiconductor Equipment & Materials names. ACMR ranks #11 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
22,007,983 | $15,911,771,709 | |
| 2 | LRCX |
Lam Research Corp
|
34,506,240 | $14,952,588,978 | |
| 3 | KLAC |
Kla Corp
|
36,488,344 | $11,008,898,267 | |
| 4 | TER |
Teradyne, Inc
|
4,602,292 | $2,226,772,961 | |
| 5 | Q |
Qnity Electronics, Inc.
|
5,594,185 | $913,586,351 | |
| 6 | ONTO |
Onto Innovation Inc.
|
1,433,715 | $542,589,440 | |
| 7 | ENTG |
Entegris Inc
|
2,996,949 | $539,031,246 | |
| 8 | FORM |
Formfactor Inc
|
1,833,001 | $293,151,849 |
All Filings in ACMR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $188,786,560 | 1,487,797 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $53,957,782 | 1,371,227 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $52,977,365 | 1,342,899 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $51,788,632 | 1,323,502 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $32,065,002 | 1,238,031 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $28,396,960 | 1,216,665 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $17,891,566 | 1,184,872 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $23,969,042 | 1,180,741 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $26,614,029 | 1,154,121 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $31,415,018 | 1,078,072 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $20,317,359 | 1,039,783 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $17,842,006 | 985,474 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $12,021,017 | 919,038 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $10,224,559 | 873,894 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $6,421,412 | 832,868 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $10,126,192 | 812,696 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $12,819,444 | 761,702 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $8,229,033 | 397,730 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $10,727,891 | 125,811 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $11,889,360 | 108,085 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $10,137,760 | 99,176 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $7,442,617 | 92,123 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $6,732,610 | 82,863 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $5,625,699 | 81,414 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $4,795,429 | 76,899 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $2,518,626 | 85,060 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||