Position in DQ
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$7,213,592
+$200,233 QoQ
Shares Held
339,144
+42.7% QoQ
Ownership
0.501%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in DQ Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026AVIVA PLC holds $567,511,301 across 11 Semiconductor Equipment & Materials names. DQ ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
714,309 | $244,143,673 | |
| 2 | LRCX |
Lam Research Corp
|
1,116,324 | $238,513,785 | |
| 3 | TER |
Teradyne, Inc
|
104,366 | $30,940,344 | |
| 4 | Q |
Qnity Electronics, Inc.
|
179,717 | $20,735,747 | |
| 5 | KLAC |
Kla Corp
|
114,456 | $16,852,615 | |
| 6 | ENTG |
Entegris Inc
|
63,634 | $7,460,450 | |
| 7 | DQ |
Daqo New Energy Corp.
This page
|
339,144 | $7,213,592 | |
| 8 | ACLS |
Axcelis Technologies Inc
|
5,308 | $494,068 |
All Filings in DQ
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,213,592 | 339,144 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $7,013,359 | 237,741 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $5,727,943 | 203,624 | Shares | Defined | 2025-11-13 | |
| 2023-12-31 | $998,883 | 37,552 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,136,699 | 37,552 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,455,084 | 36,652 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $1,669,939 | 35,652 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,345,635 | 34,852 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,722,552 | 32,452 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,209,353 | 30,952 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $1,138,448 | 27,552 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,038,320 | 25,752 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $1,085,964 | 19,052 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,076,211 | 16,552 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $1,249,676 | 16,552 | Shares | Defined | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||