Position in ASYS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,198,855
+$4,327,409 QoQ
Shares Held
398,564
-4.4% QoQ
Ownership
2.28%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#8
of 111 holders
Holding Since
Mar 2024
5 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in ASYS Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026MARSHALL WACE, LLP holds $1,359,652,380 across 22 Semiconductor Equipment & Materials names. ASYS ranks #13 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
579,156 | $418,729,788 | |
| 2 | ASML |
Asml Holding NV
|
130,266 | $259,156,376 | |
| 3 | ENTG |
Entegris Inc
|
623,810 | $112,198,466 | |
| 4 | ONTO |
Onto Innovation Inc.
|
241,478 | $91,387,347 | |
| 5 | KLAC |
Kla Corp
|
291,283 | $87,882,993 | |
| 6 | Q |
Qnity Electronics, Inc.
|
511,632 | $83,554,621 | |
| 7 | ICHR |
Ichor Holdings, Ltd.
|
641,030 | $71,974,847 | |
| 8 | LRCX |
Lam Research Corp
|
134,545 | $58,302,384 |
All Filings in ASYS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,198,855 | 398,564 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $4,871,446 | 417,076 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $4,425,430 | 352,624 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $974,818 | 105,272 | Shares | Other | 2025-11-13 | |
| 2024-03-31 | $112,511 | 20,797 | Shares | Other | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||