Position in ASYS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$438,934
+$314,462 QoQ
Shares Held
37,580
+179.6% QoQ
Ownership
0.259%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
3 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, 2026Engineers Gate Manager LP holds $103,919,613 across 19 Semiconductor Equipment & Materials names. ASYS ranks #17 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
86,809 | $29,670,448 | |
| 2 | LRCX |
Lam Research Corp
|
112,881 | $24,118,154 | |
| 3 | TER |
Teradyne, Inc
|
63,191 | $18,733,603 | |
| 4 | AMKR |
Amkor Technology, Inc.
|
148,561 | $6,689,701 | |
| 5 | AMBA |
Ambarella Inc
|
93,943 | $4,836,185 | |
| 6 | ASML |
Asml Holding NV
|
2,694 | $3,558,316 | |
| 7 | ICHR |
Ichor Holdings, Ltd.
|
59,656 | $2,780,566 | |
| 8 | ONTO |
Onto Innovation Inc.
|
12,602 | $2,584,292 |
All Filings in ASYS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $438,934 | 37,580 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $124,472 | 13,442 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $61,786 | 11,337 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||