Position in ATOM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,462,064
+$12,744,941 QoQ
Shares Held
1,890,019
+93.7% QoQ
Ownership
4.84%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2
of 121 holders
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ATOM Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026D. E. Shaw & Co., Inc. holds $1,402,689,973 across 23 Semiconductor Equipment & Materials names. ATOM ranks #16 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
396,944 | $286,990,512 | |
| 2 | AXTI |
Axt Inc
|
2,250,085 | $162,186,126 | |
| 3 | ONTO |
Onto Innovation Inc.
|
371,752 | $140,689,544 | |
| 4 | AEHR |
Aehr Test Systems
|
1,177,421 | $113,103,061 | |
| 5 | TER |
Teradyne, Inc
|
198,782 | $96,178,682 | |
| 6 | LRCX |
Lam Research Corp
|
206,424 | $89,449,711 | |
| 7 | UCTT |
Ultra Clean Holdings, Inc.
|
619,802 | $88,377,566 | |
| 8 | ICHR |
Ichor Holdings, Ltd.
|
652,188 | $73,227,668 |
All Filings in ATOM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,462,064 | 1,890,019 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $3,717,123 | 975,623 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $129,271 | 58,494 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $508,892 | 115,134 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,720,691 | 341,407 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $306,684 | 76,671 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $81,456 | 30,972 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $224,934 | 59,038 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $670,824 | 108,900 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $928,467 | 132,449 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $934,092 | 149,216 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,864,861 | 212,641 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $218,204 | 34,255 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $222,029 | 35,696 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $557,950 | 55,079 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $599,963 | 63,962 | Shares | Defined | 2022-08-15 | |
| 2020-12-31 | $188,301 | 11,703 | Shares | Defined | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||