Position in ASYS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$889,780
+$450,846 QoQ
Shares Held
38,552
+2.6% QoQ
Ownership
0.220%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#44
of 111 holders
Holding Since
Dec 2024
4 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, 2026Engineers Gate Manager LP holds $105,237,776 across 24 Semiconductor Equipment & Materials names. ASYS ranks #17 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
55,510 | $40,133,730 | |
| 2 | TER |
Teradyne, Inc
|
36,165 | $17,498,073 | |
| 3 | Q |
Qnity Electronics, Inc.
|
73,503 | $12,003,774 | |
| 4 | LRCX |
Lam Research Corp
|
20,668 | $8,956,064 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
37,955 | $3,272,859 | |
| 6 | KLAC |
Kla Corp
|
8,499 | $2,564,233 | |
| 7 | ICHR |
Ichor Holdings, Ltd.
|
19,808 | $2,224,042 | |
| 8 | FORM |
Formfactor Inc
|
13,100 | $2,095,083 |
All Filings in ASYS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $889,780 | 38,552 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||