Position in ATOM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,815,379
+$3,796,079 QoQ
Shares Held
667,667
+26.0% QoQ
Ownership
1.71%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#11
of 121 holders
Holding Since
Sep 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ATOM Over Time
Shares Held
Position Value (USD)
Derivatives in ATOM
reported options exposure · as of Dec 31, 2021CallValue
$271,620
CallShares
13,500
PutValue
$311,860
PutShares
15,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $2,573,468,005 across 27 Semiconductor Equipment & Materials names. ATOM ranks #22 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
461,505 | $918,136,461 | |
| 2 | Q |
Qnity Electronics, Inc.
|
1,731,805 | $282,821,074 | |
| 3 | ONTO |
Onto Innovation Inc.
|
632,976 | $239,549,767 | |
| 4 | TER |
Teradyne, Inc
|
469,082 | $226,960,634 | |
| 5 | AEHR |
Aehr Test Systems
|
1,164,614 | $111,872,820 | |
| 6 | ENTG |
Entegris Inc
|
551,105 | $99,121,745 | |
| 7 | LRCX |
Lam Research Corp
|
225,152 | $97,565,116 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
1,069,101 | $92,188,579 |
All Filings in ATOM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,815,379 | 667,667 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,019,300 | 530,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $400,734 | 181,328 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $401,963 | 90,942 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $500,466 | 99,299 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $143,540 | 35,885 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $186,551 | 16,082 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $149,515 | 56,850 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $133,285 | 34,983 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 | $310,189 | 49,551 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $951,860 | 108,536 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $81,797 | 12,841 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $191,949 | 30,860 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $410,593 | 31,439 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $271,620 | 13,500 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $311,860 | 15,500 | Put | Sole | 2022-02-14 | |
| 2021-09-30 | $281,698 | 12,200 | Put | Sole | 2021-11-15 | |
| 2021-09-30 | $1,671,600 | 72,395 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $200,883 | 8,700 | Call | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||