Position in ASYS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,116,878
+$1,718,344 QoQ
Shares Held
266,856
+139.5% QoQ
Ownership
1.84%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in ASYS Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $1,767,404,156 across 27 Semiconductor Equipment & Materials names. ASYS ranks #22 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
378,950 | $500,528,528 | |
| 2 | LRCX |
Lam Research Corp
|
1,502,227 | $320,965,820 | |
| 3 | TER |
Teradyne, Inc
|
839,431 | $248,857,714 | |
| 4 | Q |
Qnity Electronics, Inc.
|
1,428,255 | $164,792,061 | |
| 5 | AMAT |
Applied Materials Inc /De
|
443,650 | $151,635,133 | |
| 6 | ONTO |
Onto Innovation Inc.
|
312,662 | $64,117,596 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
1,213,894 | $54,661,646 | |
| 8 | UCTT |
Ultra Clean Holdings, Inc.
|
581,131 | $36,134,725 |
All Filings in ASYS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,116,878 | 266,856 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,398,534 | 111,437 | Shares | Sole | 2026-02-17 | |
| 2023-03-31 | $96,354 | 10,100 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $85,120 | 11,200 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $100,300 | 11,800 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $110,960 | 15,200 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $294,154 | 29,240 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $692,291 | 70,070 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $468,938 | 41,027 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,380,081 | 143,162 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,740,128 | 147,219 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $53,301 | 10,900 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $53,083 | 10,900 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $51,330 | 11,800 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||