Position in ASYS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,611,722
+$740,324 QoQ
Shares Held
69,832
-6.4% QoQ
Ownership
0.399%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#31
of 111 holders
Holding Since
Jun 2025
5 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, 2026XTX Topco Ltd holds $65,539,959 across 22 Semiconductor Equipment & Materials names. ASYS ranks #10 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAMT |
Camtek Ltd
|
64,786 | $10,567,892 | |
| 2 | AMAT |
Applied Materials Inc /De
|
11,372 | $8,221,956 | |
| 3 | LRCX |
Lam Research Corp
|
17,750 | $7,691,607 | |
| 4 | TER |
Teradyne, Inc
|
12,279 | $5,941,071 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
62,657 | $5,402,913 | |
| 6 | VECO |
Veeco Instruments Inc
|
68,957 | $5,226,940 | |
| 7 | COHU |
Cohu Inc
|
61,473 | $4,543,469 | |
| 8 | ICHR |
Ichor Holdings, Ltd.
|
33,990 | $3,816,397 |
All Filings in ASYS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,611,722 | 69,832 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $871,398 | 74,606 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $870,731 | 69,381 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $96,165 | 10,385 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $104,810 | 23,606 | Shares | Defined | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||