Position in CAMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,439,680
+$357,615 QoQ
Shares Held
64,000
-3.8% QoQ
Ownership
0.137%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#39
of 235 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAMT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026NEEDHAM INVESTMENT MANAGEMENT LLC holds $348,851,760 across 15 Semiconductor Equipment & Materials names. CAMT ranks #11 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FORM |
Formfactor Inc
|
547,500 | $87,561,675 | |
| 2 | VECO |
Veeco Instruments Inc
|
845,850 | $64,115,430 | |
| 3 | NVMI |
Nova Ltd.
|
88,650 | $48,131,631 | |
| 4 | KLAC |
Kla Corp
|
102,500 | $30,925,275 | |
| 5 | PLAB |
Photronics Inc
|
585,500 | $19,046,315 | |
| 6 | ENTG |
Entegris Inc
|
101,500 | $18,255,790 | |
| 7 | TER |
Teradyne, Inc
|
29,000 | $14,031,360 | |
| 8 | ASML |
Asml Holding NV
|
6,150 | $12,235,054 |
All Filings in CAMT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,439,680 | 64,000 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $10,082,065 | 66,500 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $8,029,425 | 75,500 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $8,288,445 | 78,900 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,073,600 | 60,000 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,784,925 | 47,500 | Shares | Defined | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||