Position in AMKR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$4,649,932
+$813,503 QoQ
Shares Held
103,263
+6.3% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2.906171620038155.ToString("F0")%
Shared 0.ToString("F0")%
None 97.09382837996185.ToString("F0")%
Common Shares in AMKR Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026CWM, LLC holds $133,441,158 across 25 Semiconductor Equipment & Materials names. AMKR ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
221,596 | $47,346,201 | |
| 2 | AMAT |
Applied Materials Inc /De
|
83,815 | $28,647,128 | |
| 3 | TER |
Teradyne, Inc
|
64,232 | $19,042,218 | |
| 4 | KLAC |
Kla Corp
|
6,205 | $9,136,304 | |
| 5 | ASML |
Asml Holding NV
|
4,838 | $6,390,175 | |
| 6 | ONTO |
Onto Innovation Inc.
|
26,813 | $5,498,541 | |
| 7 | AMKR |
Amkor Technology, Inc.
This page
|
103,263 | $4,649,932 | |
| 8 | Q |
Qnity Electronics, Inc.
|
26,700 | $3,080,646 |
All Filings in AMKR
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,649,932 | 103,263 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,836,429 | 97,174 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,757,640 | 97,100 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,090,220 | 51,940 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $506,149 | 28,026 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $253,997 | 9,887 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $454,807 | 14,863 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $94,407 | 2,359 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $66,092 | 2,050 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $94,520 | 2,841 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $82,738 | 3,661 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $60,124 | 2,021 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $48,787 | 1,875 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $49,039 | 2,045 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $37,527 | 2,201 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $26,730 | 1,577 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $26,585 | 1,224 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $21,195 | 855 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $20,237 | 855 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $20,272 | 855 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $12,893 | 855 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $9,576 | 855 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $10,525 | 855 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $6,660 | 855 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||