Position in ASYS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$867,882
-$64,645 QoQ
Shares Held
74,305
0.0% QoQ
Ownership
0.512%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
5 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, 2026Informed Momentum Co LLC holds $33,488,962 across 9 Semiconductor Equipment & Materials names. ASYS ranks #9 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXTI |
Axt Inc
|
155,011 | $8,832,526 | |
| 2 | FORM |
Formfactor Inc
|
73,580 | $7,136,524 | |
| 3 | KLIC |
Kulicke & Soffa Industries Inc
|
68,520 | $4,503,134 | |
| 4 | CAMT |
Camtek Ltd
|
26,969 | $4,088,770 | |
| 5 | ICHR |
Ichor Holdings, Ltd.
|
59,232 | $2,760,803 | |
| 6 | UCTT |
Ultra Clean Holdings, Inc.
|
41,803 | $2,599,310 | |
| 7 | ACMR |
ACM Research, Inc.
|
43,874 | $1,726,441 | |
| 8 | INTT |
Intest Corp
|
71,324 | $973,572 |
All Filings in ASYS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $867,882 | 74,305 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $932,527 | 74,305 | Shares | Sole | 2026-02-12 | |
| 2022-09-30 | $1,078,667 | 126,902 | Shares | Sole | 2022-11-14 | |
| 2021-09-30 | $1,343,962 | 117,582 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $1,679,870 | 142,121 | Shares | Sole | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||