OCCUDO QUANTITATIVE STRATEGIES LP
Position in ASYS — Amtech Systems Inc
CIK 1819697
FORT LAUDERDALE, FL
Position in ASYS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$231,614
-$35,613 QoQ
Shares Held
19,830
-6.9% QoQ
Ownership
0.137%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 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, 2026OCCUDO QUANTITATIVE STRATEGIES LP holds $49,174,105 across 9 Semiconductor Equipment & Materials names. ASYS ranks #9 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | Q |
Qnity Electronics, Inc.
|
124,519 | $14,367,002 | |
| 2 | AMAT |
Applied Materials Inc /De
|
37,289 | $12,745,007 | |
| 3 | TER |
Teradyne, Inc
|
25,906 | $7,680,092 | |
| 4 | AMKR |
Amkor Technology, Inc.
|
111,045 | $5,000,356 | |
| 5 | LRCX |
Lam Research Corp
|
20,559 | $4,392,635 | |
| 6 | IPGP |
Ipg Photonics Corp
|
26,636 | $3,052,219 | |
| 7 | AMBA |
Ambarella Inc
|
25,210 | $1,297,810 | |
| 8 | INTT |
Intest Corp
|
29,844 | $407,370 |
All Filings in ASYS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||