Position in ASYS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,080,575
+$512,901 QoQ
Shares Held
92,515
+104.5% QoQ
Ownership
0.638%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026SEI INVESTMENTS CO holds $1,429,447,997 across 26 Semiconductor Equipment & Materials names. ASYS ranks #25 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
287,225 | $379,375,396 | |
| 2 | LRCX |
Lam Research Corp
|
1,114,239 | $238,068,304 | |
| 3 | AMAT |
Applied Materials Inc /De
|
654,891 | $223,835,194 | |
| 4 | FORM |
Formfactor Inc
|
1,682,322 | $163,168,410 | |
| 5 | KLAC |
Kla Corp
|
90,501 | $133,254,575 | |
| 6 | TER |
Teradyne, Inc
|
171,309 | $50,786,265 | |
| 7 | Q |
Qnity Electronics, Inc.
|
405,958 | $46,839,433 | |
| 8 | ENTG |
Entegris Inc
|
295,914 | $34,692,957 |
All Filings in ASYS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,080,575 | 92,515 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $567,674 | 45,233 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||