Position in CAMT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,552,828
-$357,022 QoQ
Shares Held
15,650
-18.5% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#73
of 235 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAMT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Mariner, LLC holds $1,460,076,164 across 17 Semiconductor Equipment & Materials names. CAMT ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
649,877 | $469,861,071 | |
| 2 | LRCX |
Lam Research Corp
|
884,666 | $383,352,317 | |
| 3 | KLAC |
Kla Corp
|
1,254,871 | $378,607,127 | |
| 4 | ASML |
Asml Holding NV
|
64,950 | $129,214,120 | |
| 5 | TER |
Teradyne, Inc
|
129,275 | $62,548,415 | |
| 6 | AMKR |
Amkor Technology, Inc.
|
93,487 | $8,061,383 | |
| 7 | ONTO |
Onto Innovation Inc.
|
19,236 | $7,279,864 | |
| 8 | NVMI |
Nova Ltd.
|
6,734 | $3,656,157 |
All Filings in CAMT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,552,828 | 15,650 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,909,850 | 19,193 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,711,384 | 16,092 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,512,089 | 14,394 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,703,291 | 20,143 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $579,615 | 9,886 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $550,204 | 6,812 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $657,484 | 8,234 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $831,968 | 6,643 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $217,048 | 2,591 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $233,537 | 3,751 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||