OCCUDO QUANTITATIVE STRATEGIES LP
Position in ASYS — Amtech Systems Inc
CIK 1819697
FORT LAUDERDALE, FL
Position in ASYS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$891,257
+$659,643 QoQ
Shares Held
38,616
+94.7% QoQ
Ownership
0.221%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#43
of 111 holders
Holding Since
Mar 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, 2026OCCUDO QUANTITATIVE STRATEGIES LP holds $27,832,848 across 8 Semiconductor Equipment & Materials names. ASYS ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | Q |
Qnity Electronics, Inc.
|
97,844 | $15,978,903 | |
| 2 | IPGP |
Ipg Photonics Corp
|
26,393 | $3,096,426 | |
| 3 | TER |
Teradyne, Inc
|
5,957 | $2,882,234 | |
| 4 | ONTO |
Onto Innovation Inc.
|
5,756 | $2,178,358 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
17,731 | $1,528,944 | |
| 6 | INTT |
Intest Corp
|
58,463 | $1,062,272 | |
| 7 | ASYS |
Amtech Systems Inc
This page
|
38,616 | $891,257 | |
| 8 | ICHR |
Ichor Holdings, Ltd.
|
1,910 | $214,454 |
All Filings in ASYS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $891,257 | 38,616 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $231,614 | 19,830 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $267,227 | 21,293 | Shares | Sole | 2026-02-17 | |
| 2024-03-31 | $54,511 | 10,076 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||