Position in CAMT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$11,703,696
+$4,868,814 QoQ
Shares Held
71,749
+59.2% QoQ
Ownership
0.154%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#34
of 235 holders
Holding Since
Mar 2020
26 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, 2026NEW YORK STATE COMMON RETIREMENT FUND holds $1,986,348,462 across 27 Semiconductor Equipment & Materials names. CAMT ranks #11 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
847,919 | $613,045,437 | |
| 2 | LRCX |
Lam Research Corp
|
1,331,786 | $577,102,827 | |
| 3 | KLAC |
Kla Corp
|
1,486,140 | $448,383,299 | |
| 4 | ENTG |
Entegris Inc
|
443,460 | $79,760,715 | |
| 5 | ONTO |
Onto Innovation Inc.
|
169,525 | $64,156,736 | |
| 6 | TER |
Teradyne, Inc
|
88,833 | $42,980,958 | |
| 7 | ASML |
Asml Holding NV
|
21,471 | $42,715,264 | |
| 8 | ACMR |
ACM Research, Inc.
|
191,535 | $24,303,876 |
All Filings in CAMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,703,696 | 71,749 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $6,834,882 | 45,082 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $8,033,253 | 75,536 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $11,073,215 | 105,409 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $10,766,348 | 127,322 | Shares | Sole | 2025-10-08 | |
| 2025-03-31 | $5,226,336 | 89,141 | Shares | Sole | 2025-10-08 | |
| 2024-12-31 | $2,260,590 | 27,988 | Shares | Sole | 2025-10-08 | |
| 2024-09-30 | $3,012,740 | 37,730 | Shares | Sole | 2025-10-08 | |
| 2024-06-30 | $7,736,200 | 61,771 | Shares | Sole | 2025-10-08 | |
| 2024-03-31 | $5,685,888 | 67,875 | Shares | Sole | 2025-10-08 | |
| 2023-12-31 | $5,366,126 | 77,344 | Shares | Sole | 2025-10-08 | |
| 2023-09-30 | $5,298,388 | 85,101 | Shares | Sole | 2025-10-08 | |
| 2023-06-30 | $3,032,148 | 85,101 | Shares | Sole | 2025-10-08 | |
| 2023-03-31 | $2,412,613 | 85,101 | Shares | Sole | 2025-10-08 | |
| 2022-12-31 | $1,929,998 | 87,887 | Shares | Sole | 2025-10-08 | |
| 2022-09-30 | $2,074,155 | 89,519 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,407,889 | 96,858 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,950,294 | 96,858 | Shares | Sole | 2022-07-01 | |
| 2021-12-31 | $4,677,710 | 101,601 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $4,115,856 | 101,601 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $3,408,682 | 90,392 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,560,905 | 85,649 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,328,819 | 60,649 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $932,781 | 60,649 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $762,964 | 60,649 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $510,664 | 60,649 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||