Position in ATOM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$30,681
+$30,678 QoQ
Shares Held
8,053
+573.9% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
10 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in ATOM Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026CWM, LLC holds $133,441,158 across 25 Semiconductor Equipment & Materials names. ATOM ranks #23 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
221,596 | $47,346,201 | |
| 2 | AMAT |
Applied Materials Inc /De
|
83,815 | $28,647,128 | |
| 3 | TER |
Teradyne, Inc
|
64,232 | $19,042,218 | |
| 4 | KLAC |
Kla Corp
|
62,050 | $9,136,304 | |
| 5 | ASML |
Asml Holding NV
|
4,838 | $6,390,175 | |
| 6 | ONTO |
Onto Innovation Inc.
|
26,813 | $5,498,541 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
103,263 | $4,649,932 | |
| 8 | Q |
Qnity Electronics, Inc.
|
26,700 | $3,080,646 |
All Filings in ATOM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,681 | 8,053 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3 | 1,195 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $243 | 55 | Shares | Sole | 2025-10-15 | |
| 2024-06-30 | $163 | 43 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $24 | 4 | Shares | Sole | 2024-04-05 | |
| 2023-09-30 | $494 | 79 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $149 | 17 | Shares | Sole | 2023-08-03 | |
| 2022-09-30 | $587 | 58 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $544 | 58 | Shares | Sole | 2022-07-28 | |
| 2021-12-31 | $382 | 19 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||