Position in ASYS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,871,446
+$446,016 QoQ
Shares Held
417,076
+18.3% QoQ
Ownership
2.88%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
4 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 Mar 31, 2026MARSHALL WACE, LLP holds $1,190,761,488 across 28 Semiconductor Equipment & Materials names. ASYS ranks #16 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
1,118,292 | $382,221,022 | |
| 2 | ASML |
Asml Holding NV
|
220,573 | $291,339,434 | |
| 3 | KLAC |
Kla Corp
|
91,561 | $134,815,331 | |
| 4 | ONTO |
Onto Innovation Inc.
|
483,070 | $99,063,163 | |
| 5 | ENTG |
Entegris Inc
|
402,113 | $47,143,727 | |
| 6 | Q |
Qnity Electronics, Inc.
|
340,353 | $39,269,928 | |
| 7 | TER |
Teradyne, Inc
|
131,000 | $38,836,260 | |
| 8 | ICHR |
Ichor Holdings, Ltd.
|
688,822 | $32,105,992 |
All Filings in ASYS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||