Position in CAMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,781,625
+$518,636 QoQ
Shares Held
35,444
+2.1% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#52
of 235 holders
Holding Since
Sep 2022
7 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, 2026Man Group plc holds $1,123,112,515 across 20 Semiconductor Equipment & Materials names. CAMT ranks #11 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
777,269 | $336,813,975 | |
| 2 | AMAT |
Applied Materials Inc /De
|
445,289 | $321,943,947 | |
| 3 | KLAC |
Kla Corp
|
917,383 | $276,783,623 | |
| 4 | TER |
Teradyne, Inc
|
165,432 | $80,042,618 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
304,152 | $26,227,026 | |
| 6 | FORM |
Formfactor Inc
|
125,828 | $20,123,671 | |
| 7 | ONTO |
Onto Innovation Inc.
|
31,793 | $12,032,060 | |
| 8 | NVMI |
Nova Ltd.
|
22,141 | $12,021,234 |
All Filings in CAMT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,781,625 | 35,444 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $5,262,989 | 34,714 | Shares | Defined | 2026-05-15 | |
| 2024-12-31 | $601,494 | 7,447 | Shares | Defined | 2025-02-14 | |
| 2024-06-30 | $4,340,066 | 34,654 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,733,200 | 20,690 | Shares | Defined | 2024-05-15 | |
| 2023-09-30 | $1,083,324 | 17,400 | Principal | Defined | 2023-11-14 | |
| 2022-09-30 | $855,946 | 36,942 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||