Position in CAMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,812,781
-$15,021,465 QoQ
Shares Held
35,635
-74.1% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#50
of 235 holders
Holding Since
Mar 2021
15 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, 2026Qube Research & Technologies Ltd holds $982,792,786 across 15 Semiconductor Equipment & Materials names. CAMT ranks #10 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
715,234 | $309,932,349 | |
| 2 | AMAT |
Applied Materials Inc /De
|
262,975 | $190,130,925 | |
| 3 | ONTO |
Onto Innovation Inc.
|
421,430 | $159,490,183 | |
| 4 | AMKR |
Amkor Technology, Inc.
|
1,161,478 | $100,154,247 | |
| 5 | Q |
Qnity Electronics, Inc.
|
522,811 | $85,380,264 | |
| 6 | ASML |
Asml Holding NV
|
31,189 | $62,048,641 | |
| 7 | ACMR |
ACM Research, Inc.
|
280,015 | $35,531,103 | |
| 8 | PLAB |
Photronics Inc
|
327,302 | $10,647,134 |
All Filings in CAMT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,812,781 | 35,635 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $20,834,246 | 137,420 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,736,776 | 100,957 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $1,261,719 | 14,921 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,938,828 | 50,125 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,749,410 | 108,325 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $25,546,969 | 319,937 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $2,581,707 | 30,819 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $207,584 | 2,992 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $286,427 | 12,362 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $694,911 | 27,953 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $813,952 | 26,722 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $346,589 | 7,528 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $497,584 | 12,283 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $239,798 | 8,020 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||