Position in DQ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,627,147
-$16,157,289 QoQ
Shares Held
420,250
-59.0% QoQ
Ownership
0.621%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#20
of 115 holders
Holding Since
Jun 2022
5 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in DQ Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $2,573,468,005 across 27 Semiconductor Equipment & Materials names. DQ ranks #23 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
461,505 | $918,136,461 | |
| 2 | Q |
Qnity Electronics, Inc.
|
1,731,805 | $282,821,074 | |
| 3 | ONTO |
Onto Innovation Inc.
|
632,976 | $239,549,767 | |
| 4 | TER |
Teradyne, Inc
|
469,082 | $226,960,634 | |
| 5 | AEHR |
Aehr Test Systems
|
1,164,614 | $111,872,820 | |
| 6 | ENTG |
Entegris Inc
|
551,105 | $99,121,745 | |
| 7 | LRCX |
Lam Research Corp
|
225,152 | $97,565,116 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
1,069,101 | $92,188,579 |
All Filings in DQ
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,627,147 | 420,250 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||