Position in CAMT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,052,538
+$297,198 QoQ
Shares Held
12,583
+8.7% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#85
of 235 holders
Holding Since
Mar 2023
14 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $4,062,583,321 across 23 Semiconductor Equipment & Materials names. CAMT ranks #19 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
2,958,917 | $1,282,187,503 | |
| 2 | ASML |
Asml Holding NV
|
440,721 | $876,787,942 | |
| 3 | KLAC |
Kla Corp
|
2,584,919 | $779,895,911 | |
| 4 | AMAT |
Applied Materials Inc /De
|
987,556 | $714,002,988 | |
| 5 | ENTG |
Entegris Inc
|
929,814 | $167,236,346 | |
| 6 | TER |
Teradyne, Inc
|
99,122 | $47,959,188 | |
| 7 | FORM |
Formfactor Inc
|
220,319 | $35,235,617 | |
| 8 | Q |
Qnity Electronics, Inc.
|
206,662 | $33,749,971 |
All Filings in CAMT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,052,538 | 12,583 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,755,340 | 11,578 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $388,709 | 3,655 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,278,248 | 12,168 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,033,999 | 12,228 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $680,635 | 11,609 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $900,747 | 11,152 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,087,636 | 13,621 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,191,199 | 17,496 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,769,976 | 21,129 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,584,361 | 22,836 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,595,910 | 25,633 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,320,269 | 37,055 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,237,789 | 43,661 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||