Position in AMBA
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$241,527
New position
Shares Held
2,815
first reported quarter
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#225
of 335 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026J. Safra Sarasin Holding AG holds $197,061,428 across 10 Semiconductor Equipment & Materials names. AMBA ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
201,443 | $145,643,289 | |
| 2 | LRCX |
Lam Research Corp
|
96,952 | $42,012,207 | |
| 3 | TER |
Teradyne, Inc
|
5,902 | $2,855,622 | |
| 4 | ASML |
Asml Holding NV
|
1,128 | $2,244,086 | |
| 5 | ENTG |
Entegris Inc
|
7,710 | $1,386,719 | |
| 6 | AMKR |
Amkor Technology, Inc.
|
14,915 | $1,286,119 | |
| 7 | COHU |
Cohu Inc
|
8,000 | $591,280 | |
| 8 | KLAC |
Kla Corp
|
1,489 | $449,246 |
All Filings in AMBA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,527 | 2,815 | Shares | Defined | 2026-07-31 | |
| No filing history on record for this holder in this stock. | ||||||