Position in ATOM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$221,686
New position
Shares Held
25,452
first reported quarter
Ownership
0.065%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#55
of 121 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Concentric Capital Strategies, LP holds $38,083,337 across 10 Semiconductor Equipment & Materials names. ATOM ranks #10 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
16,023 | $11,584,629 | |
| 2 | LRCX |
Lam Research Corp
|
19,506 | $8,452,534 | |
| 3 | Q |
Qnity Electronics, Inc.
|
28,349 | $4,629,675 | |
| 4 | ASML |
Asml Holding NV
|
2,321 | $4,617,490 | |
| 5 | ONTO |
Onto Innovation Inc.
|
11,679 | $4,419,917 | |
| 6 | ICHR |
Ichor Holdings, Ltd.
|
15,199 | $1,706,543 | |
| 7 | IPGP |
Ipg Photonics Corp
|
9,204 | $1,079,813 | |
| 8 | VECO |
Veeco Instruments Inc
|
9,158 | $694,176 |
All Filings in ATOM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,686 | 25,452 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||