Position in ASYS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$681,621
New position
Shares Held
29,533
first reported quarter
Ownership
0.204%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#4
of 14 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Y-Intercept (Hong Kong) Ltd holds $36,369,231 across 14 Semiconductor Equipment & Materials names. ASYS ranks #10 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
31,377 | $13,596,595 | |
| 2 | Q |
Qnity Electronics, Inc.
|
27,825 | $4,544,100 | |
| 3 | AMBA |
Ambarella Inc
|
42,746 | $3,667,606 | |
| 4 | KLAC |
Kla Corp
|
9,200 | $2,775,732 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
30,890 | $2,663,644 | |
| 6 | AXTI |
Axt Inc
|
33,005 | $2,379,000 | |
| 7 | FORM |
Formfactor Inc
|
12,202 | $1,951,465 | |
| 8 | KLIC |
Kulicke & Soffa Industries Inc
|
12,532 | $1,676,280 |
All Filings in ASYS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $681,621 | 29,533 | Shares | Sole | 2026-07-14 | |
| No filing history on record for this holder in this stock. | ||||||