Position in ACMR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$18,447,900
+$14,653,696 QoQ
Shares Held
145,385
+50.8% QoQ
Ownership
0.209%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#60
of 376 holders
Holding Since
Jun 2023
12 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, 2026FRANKLIN RESOURCES INC holds $12,366,965,290 across 25 Semiconductor Equipment & Materials names. ACMR ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
13,065,549 | $5,661,694,340 | |
| 2 | AMAT |
Applied Materials Inc /De
|
3,368,605 | $2,435,501,415 | |
| 3 | KLAC |
Kla Corp
|
5,409,031 | $1,631,958,735 | |
| 4 | ASML |
Asml Holding NV
|
801,824 | $1,595,180,654 | |
| 5 | TER |
Teradyne, Inc
|
726,758 | $351,634,586 | |
| 6 | ONTO |
Onto Innovation Inc.
|
540,583 | $204,583,633 | |
| 7 | NVMI |
Nova Ltd.
|
295,272 | $160,314,976 | |
| 8 | VECO |
Veeco Instruments Inc
|
1,147,664 | $86,992,930 |
All Filings in ACMR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,447,900 | 145,385 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,794,204 | 96,422 | Shares | Defined | 2026-05-13 | |
| 2025-09-30 | $1,300,876 | 33,245 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $826,546 | 31,913 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $675,062 | 28,923 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $430,394 | 28,503 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $570,389 | 28,098 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $3,115,105 | 135,087 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,533,745 | 155,585 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $427,221 | 21,864 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $415,327 | 22,940 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $300,054 | 22,940 | Shares | Defined | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||