Position in DQ
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$21,784,436
+$12,146,845 QoQ
Shares Held
1,024,186
+213.5% QoQ
Ownership
1.51%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
4 quarters on record
Voting authority
Sole 97.8031334152195.ToString("F0")%
Shared 0.ToString("F0")%
None 2.1968665847804987.ToString("F0")%
Common Shares in DQ Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $1,761,838,446 across 27 Semiconductor Equipment & Materials names. DQ ranks #12 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
378,950 | $500,528,528 | |
| 2 | LRCX |
Lam Research Corp
|
1,502,227 | $320,965,820 | |
| 3 | TER |
Teradyne, Inc
|
839,431 | $248,857,714 | |
| 4 | Q |
Qnity Electronics, Inc.
|
1,428,255 | $164,792,061 | |
| 5 | AMAT |
Applied Materials Inc /De
|
443,650 | $151,635,133 | |
| 6 | ONTO |
Onto Innovation Inc.
|
312,662 | $64,117,596 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
1,213,894 | $54,661,646 | |
| 8 | UCTT |
Ultra Clean Holdings, Inc.
|
581,131 | $36,134,725 |
All Filings in DQ
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,784,436 | 1,024,186 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,637,591 | 326,698 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $233,479 | 8,300 | Shares | Sole | 2025-11-14 | |
| 2022-06-30 | $2,230,981 | 31,255 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||