Position in CAMT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,908,607
-$6,821,155 QoQ
Shares Held
30,092
-61.1% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#55
of 235 holders
Holding Since
Sep 2023
10 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, 2026MACKENZIE FINANCIAL CORP holds $1,767,231,296 across 17 Semiconductor Equipment & Materials names. CAMT ranks #12 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
1,582,810 | $685,879,057 | |
| 2 | AMAT |
Applied Materials Inc /De
|
713,175 | $515,625,525 | |
| 3 | KLAC |
Kla Corp
|
803,300 | $242,363,643 | |
| 4 | ASML |
Asml Holding NV
|
63,628 | $126,584,081 | |
| 5 | TER |
Teradyne, Inc
|
188,036 | $90,979,338 | |
| 6 | ACMR |
ACM Research, Inc.
|
268,004 | $34,007,027 | |
| 7 | DQ |
Daqo New Energy Corp.
|
1,273,491 | $17,052,044 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
165,625 | $14,281,843 |
All Filings in CAMT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,908,607 | 30,092 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $11,729,762 | 77,368 | Shares | Sole | 2026-05-13 | |
| 2025-06-30 | $1,857,952 | 21,972 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $803,348 | 13,702 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,216,557 | 15,062 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $702,360 | 8,796 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,058,194 | 16,434 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,393,095 | 16,630 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,233,645 | 17,781 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $309,494 | 4,971 | Shares | Sole | 2023-10-25 | |
| No filing history on record for this holder in this stock. | ||||||