Position in ASYS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$800,229
+$422,755 QoQ
Shares Held
34,672
+7.3% QoQ
Ownership
0.198%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#48
of 111 holders
Holding Since
Mar 2026
2 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, 2026Empowered Funds, LLC holds $350,675,705 across 17 Semiconductor Equipment & Materials names. ASYS ranks #12 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
312,654 | $135,482,353 | |
| 2 | AMAT |
Applied Materials Inc /De
|
117,109 | $84,669,807 | |
| 3 | KLAC |
Kla Corp
|
181,205 | $54,671,356 | |
| 4 | ASML |
Asml Holding NV
|
16,579 | $32,982,922 | |
| 5 | TER |
Teradyne, Inc
|
44,660 | $21,608,289 | |
| 6 | PLAB |
Photronics Inc
|
271,855 | $8,843,442 | |
| 7 | Q |
Qnity Electronics, Inc.
|
18,762 | $3,064,019 | |
| 8 | ONTO |
Onto Innovation Inc.
|
7,788 | $2,947,367 |
All Filings in ASYS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $800,229 | 34,672 | Shares | Other | 2026-08-17 | |
| 2026-03-31 | $377,474 | 32,318 | Shares | Other | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||