Position in ASYS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,298,012
+$5,012,525 QoQ
Shares Held
453,597
+1894.0% QoQ
Ownership
3.13%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ASYS Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026MILLENNIUM MANAGEMENT LLC holds $1,477,783,228 across 27 Semiconductor Equipment & Materials names. ASYS ranks #16 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
1,588,727 | $339,447,410 | |
| 2 | AMAT |
Applied Materials Inc /De
|
888,907 | $303,819,523 | |
| 3 | TER |
Teradyne, Inc
|
652,110 | $193,324,530 | |
| 4 | ASML |
Asml Holding NV
|
119,940 | $158,420,350 | |
| 5 | Q |
Qnity Electronics, Inc.
|
798,825 | $92,168,428 | |
| 6 | AMBA |
Ambarella Inc
|
1,512,539 | $77,865,507 | |
| 7 | UCTT |
Ultra Clean Holdings, Inc.
|
685,436 | $42,620,410 | |
| 8 | AXTI |
Axt Inc
|
739,194 | $42,119,274 |
All Filings in ASYS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,298,012 | 453,597 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $285,487 | 22,748 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $110,619 | 11,946 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $123,747 | 22,706 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $72,065 | 12,425 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $154,469 | 26,360 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $141,146 | 26,090 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $50,559 | 12,038 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $444,735 | 46,618 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $924,904 | 121,698 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $639,684 | 75,257 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $175,939 | 17,489 | Shares | Sole | 2022-05-16 | |
| 2021-06-30 | $170,483 | 17,685 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $546,781 | 46,259 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||