Position in ASYS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,091,648
-$3,206,364 QoQ
Shares Held
90,626
-80.0% QoQ
Ownership
0.518%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#23
of 111 holders
Holding Since
Mar 2021
15 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 Jun 30, 2026MILLENNIUM MANAGEMENT LLC holds $1,482,024,171 across 26 Semiconductor Equipment & Materials names. ASYS ranks #22 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
696,499 | $301,813,911 | |
| 2 | AMAT |
Applied Materials Inc /De
|
319,450 | $230,962,350 | |
| 3 | Q |
Qnity Electronics, Inc.
|
934,087 | $152,545,747 | |
| 4 | ASML |
Asml Holding NV
|
74,461 | $148,135,684 | |
| 5 | FORM |
Formfactor Inc
|
670,867 | $107,291,759 | |
| 6 | AXTI |
Axt Inc
|
854,322 | $61,579,529 | |
| 7 | ONTO |
Onto Innovation Inc.
|
158,023 | $59,803,804 | |
| 8 | VECO |
Veeco Instruments Inc
|
766,219 | $58,079,400 |
All Filings in ASYS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,091,648 | 90,626 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||