Position in CAMT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$35,010,538
+$33,751,248 QoQ
Shares Held
230,925
+1850.2% QoQ
Ownership
0.495%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CAMT Over Time
Shares Held
Position Value (USD)
Derivatives in CAMT
reported options exposure · as of Mar 31, 2026CallValue
$17,177,413
CallShares
113,300
PutValue
$1,243,202
PutShares
8,200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026JANE STREET GROUP, LLC holds $1,638,407,095 across 21 Semiconductor Equipment & Materials names. CAMT ranks #9 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
1,192,278 | $407,508,696 | |
| 2 | ASML |
Asml Holding NV
|
254,217 | $335,777,438 | |
| 3 | Q |
Qnity Electronics, Inc.
|
1,742,261 | $201,022,073 | |
| 4 | LRCX |
Lam Research Corp
|
699,544 | $149,464,570 | |
| 5 | AXTI |
Axt Inc
|
2,426,232 | $138,246,698 | |
| 6 | ONTO |
Onto Innovation Inc.
|
604,688 | $124,003,367 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
2,329,820 | $104,911,793 | |
| 8 | FORM |
Formfactor Inc
|
925,617 | $89,775,591 |
All Filings in CAMT
Export CSV
41 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,177,413 | 113,300 | Call | Defined | 2026-05-12 | |
| 2026-03-31 | $1,243,202 | 8,200 | Put | Defined | 2026-05-12 | |
| 2026-03-31 | $35,010,538 | 230,925 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $13,527,720 | 127,200 | Call | Defined | 2026-02-12 | |
| 2025-12-31 | $1,259,290 | 11,841 | Shares | Defined | 2026-02-12 | |
| 2025-12-31 | $4,615,590 | 43,400 | Put | Defined | 2026-02-12 | |
| 2025-09-30 | $7,731,680 | 73,600 | Put | Defined | 2025-11-14 | |
| 2025-09-30 | $2,262,777 | 21,540 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $26,945,325 | 256,500 | Call | Defined | 2025-11-14 | |
| 2025-06-30 | $17,343,256 | 205,100 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $822,515 | 9,727 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $14,814,912 | 175,200 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $10,641,345 | 181,500 | Put | Defined | 2025-05-19 | |
| 2025-03-31 | $2,431,268 | 41,468 | Shares | Defined | 2025-05-19 | |
| 2025-03-31 | $6,748,313 | 115,100 | Call | Defined | 2025-05-19 | |
| 2024-12-31 | $7,778,151 | 96,300 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $2,463,565 | 30,501 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $25,684,860 | 318,000 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $21,591,440 | 270,400 | Call | Defined | 2024-11-15 | |
| 2024-09-30 | $4,472,637 | 56,013 | Shares | Defined | 2024-11-15 | |
| 2024-09-30 | $5,198,235 | 65,100 | Put | Defined | 2024-11-15 | |
| 2024-06-30 | $7,411,702 | 59,180 | Shares | Defined | 2024-08-15 | |
| 2023-12-31 | $835,542 | 12,043 | Shares | Defined | 2024-02-15 | |
| 2023-09-30 | $912,169 | 14,651 | Shares | Defined | 2023-11-15 | |
| 2023-03-31 | $377,394 | 13,312 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $1,614,169 | 73,505 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $1,464,112 | 63,190 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $2,492,040 | 100,243 | Shares | Defined | 2022-08-16 | |
| 2022-03-31 | $944,260 | 31,000 | Call | Defined | 2022-05-17 | |
| 2022-03-31 | $2,308,868 | 75,800 | Put | Defined | 2022-05-17 | |
| 2022-03-31 | $2,697,842 | 88,570 | Shares | Defined | 2022-05-17 | |
| 2021-12-31 | $805,700 | 17,500 | Call | Defined | 2022-02-15 | |
| 2021-12-31 | $6,854,204 | 148,875 | Shares | Defined | 2022-02-15 | |
| 2021-12-31 | $1,422,636 | 30,900 | Put | Defined | 2022-02-15 | |
| 2021-09-30 | $652,211 | 16,100 | Call | Defined | 2021-11-16 | |
| 2021-09-30 | $1,029,439 | 25,412 | Shares | Defined | 2021-11-16 | |
| 2021-06-30 | $4,334,575 | 114,945 | Shares | Defined | 2021-08-16 | |
| 2020-12-31 | $623,076 | 28,438 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $232,868 | 15,141 | Shares | Defined | 2020-11-17 | |
| 2020-06-30 | $1,032,025 | 82,037 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $282,061 | 33,499 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||