Position in AMKR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$92,188,579
+$37,526,933 QoQ
Shares Held
1,069,101
-11.9% QoQ
Ownership
0.431%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#21
of 642 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in AMKR Over Time
Shares Held
Position Value (USD)
Derivatives in AMKR
reported options exposure · as of Jun 30, 2026CallValue
$1,086,498
CallShares
12,600
PutValue
$1,146,859
PutShares
13,300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $2,573,468,005 across 27 Semiconductor Equipment & Materials names. AMKR ranks #8 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
461,505 | $918,136,461 | |
| 2 | Q |
Qnity Electronics, Inc.
|
1,731,805 | $282,821,074 | |
| 3 | ONTO |
Onto Innovation Inc.
|
632,976 | $239,549,767 | |
| 4 | TER |
Teradyne, Inc
|
469,082 | $226,960,634 | |
| 5 | AEHR |
Aehr Test Systems
|
1,164,614 | $111,872,820 | |
| 6 | ENTG |
Entegris Inc
|
551,105 | $99,121,745 | |
| 7 | LRCX |
Lam Research Corp
|
225,152 | $97,565,116 | |
| 8 | AMKR |
Amkor Technology, Inc.
This page
|
1,069,101 | $92,188,579 |
All Filings in AMKR
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,188,579 | 1,069,101 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $1,146,859 | 13,300 | Put | Sole | 2026-08-14 | |
| 2026-06-30 | $1,086,498 | 12,600 | Call | Sole | 2026-08-14 | |
| 2026-03-31 | $54,661,646 | 1,213,894 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $630,420 | 14,000 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $585,390 | 13,000 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $21,823,833 | 552,782 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,075,110 | 37,856 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $582,304 | 27,742 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,449,098 | 135,609 | Shares | Sole | 2025-05-15 | |
| 2024-06-30 | $662,651 | 16,558 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $545,952 | 16,934 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,560,363 | 46,900 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,418,666 | 239,764 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,483,887 | 83,492 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,425,482 | 208,512 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,315,163 | 138,247 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,191,742 | 187,199 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $1,168,362 | 53,792 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $850,297 | 34,300 | Put | Sole | 2022-02-14 | |
| 2021-12-31 | $466,052 | 18,800 | Call | Sole | 2022-02-14 | |
| 2021-09-30 | $563,870 | 22,600 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $261,775 | 10,492 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $518,960 | 20,800 | Put | Sole | 2021-11-15 | |
| 2021-06-30 | $343,215 | 14,500 | Call | Sole | 2021-08-16 | |
| 2021-06-30 | $722,834 | 30,538 | Shares | Sole | 2021-08-16 | |
| 2021-06-30 | $416,592 | 17,600 | Put | Sole | 2021-08-16 | |
| 2021-03-31 | $256,068 | 10,800 | Call | Sole | 2021-05-17 | |
| 2021-03-31 | $346,166 | 14,600 | Put | Sole | 2021-05-17 | |
| 2020-12-31 | $2,637,009 | 174,868 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,736,227 | 244,306 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,546,579 | 125,636 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,747,016 | 224,264 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||