Position in ASYS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,870,790
+$2,753,912 QoQ
Shares Held
254,367
-4.7% QoQ
Ownership
1.45%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#13
of 111 holders
Holding Since
Mar 2020
15 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 Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $2,573,468,005 across 27 Semiconductor Equipment & Materials names. ASYS ranks #21 (0.2% 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.
|
1,069,101 | $92,188,579 |
All Filings in ASYS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,870,790 | 254,367 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||