Position in ASYS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$5,452,656
+$2,490,756 QoQ
Shares Held
466,837
+97.8% QoQ
Ownership
3.22%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 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, 2026ACADIAN ASSET MANAGEMENT LLC holds $3,304,737,335 across 25 Semiconductor Equipment & Materials names. ASYS ranks #15 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
603,781 | $797,492,058 | |
| 2 | AMAT |
Applied Materials Inc /De
|
2,137,520 | $730,582,960 | |
| 3 | KLAC |
Kla Corp
|
468,189 | $689,366,165 | |
| 4 | LRCX |
Lam Research Corp
|
2,991,882 | $639,245,508 | |
| 5 | TER |
Teradyne, Inc
|
872,377 | $258,624,885 | |
| 6 | NVMI |
Nova Ltd.
|
138,259 | $60,043,118 | |
| 7 | ONTO |
Onto Innovation Inc.
|
117,837 | $24,164,833 | |
| 8 | KLIC |
Kulicke & Soffa Industries Inc
|
332,244 | $21,835,075 |
All Filings in ASYS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,452,656 | 466,837 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $2,961,900 | 236,008 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $773,506 | 83,532 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $190,777 | 42,968 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $205,680 | 42,584 | Shares | Defined | 2025-05-21 | |
| 2024-12-31 | $121,644 | 22,320 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $149,297 | 25,741 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $108,269 | 18,476 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $83,773 | 15,485 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $58,917 | 14,028 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $175,915 | 23,086 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $514,328 | 53,800 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $513,252 | 53,800 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $315,103 | 41,461 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $352,418 | 41,461 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $302,665 | 41,461 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $791,078 | 78,636 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $1,218,569 | 123,337 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $1,310,243 | 114,632 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,188,872 | 123,327 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $1,429,487 | 120,938 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $552,488 | 86,597 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $436,799 | 89,325 | Shares | Defined | 2020-11-09 | |
| 2020-06-30 | $630,002 | 129,364 | Shares | Defined | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||