Position in CAMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,708,696
+$2,888,032 QoQ
Shares Held
22,736
+320.0% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#62
of 235 holders
Holding Since
Sep 2020
20 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in CAMT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026LAZARD ASSET MANAGEMENT LLC holds $2,386,279,267 across 19 Semiconductor Equipment & Materials names. CAMT ranks #13 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
2,427,234 | $732,320,769 | |
| 2 | ASML |
Asml Holding NV
|
286,185 | $569,347,857 | |
| 3 | AMAT |
Applied Materials Inc /De
|
515,888 | $372,987,024 | |
| 4 | TER |
Teradyne, Inc
|
496,498 | $240,225,592 | |
| 5 | LRCX |
Lam Research Corp
|
553,755 | $239,958,654 | |
| 6 | IPGP |
Ipg Photonics Corp
|
1,427,735 | $167,501,870 | |
| 7 | ONTO |
Onto Innovation Inc.
|
28,428 | $10,758,576 | |
| 8 | KLIC |
Kulicke & Soffa Industries Inc
|
64,312 | $8,602,373 |
All Filings in CAMT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,708,696 | 22,736 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $820,664 | 5,413 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $231,098 | 2,173 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,927,160 | 46,903 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $208,694 | 2,468 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $148,978 | 2,541 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,958,510 | 24,248 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,009,907 | 50,218 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,911,160 | 63,168 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,412,128 | 64,607 | Shares | Sole | 2024-07-09 | |
| 2023-12-31 | $4,817,330 | 69,434 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,483,670 | 184,447 | Shares | Sole | 2023-11-14 | |
| 2022-06-30 | $228,214 | 9,180 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $273,500 | 8,979 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $447,140 | 9,712 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $368,641 | 9,100 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $52,831 | 1,401 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $41,889 | 1,401 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $30,695 | 1,401 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $39,541 | 2,571 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||