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Equibles

Allianz Asset Management GmbH

Position in DQ — Daqo New Energy Corp.

CIK 1535323 MUNICH, 2M
Back to DQ Full portfolio

Position in DQ

as of Jun 30, 2026 · filed Sep 2, 2026
Position Value
$3,704,450
-$1,516,675 QoQ
Shares Held
276,658
+12.7% QoQ
Ownership
0.409%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#25
of 115 holders
Holding Since
Sep 2020
18 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in DQ Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Allianz Asset Management GmbH holds $3,566,372,764 across 17 Semiconductor Equipment & Materials names. DQ ranks #12 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMAT
Applied Materials Inc /De
 1,971,329 $1,425,270,867
2 LRCX
Lam Research Corp
 2,746,179 $1,190,001,744
3 KLAC
Kla Corp
 1,896,063 $572,061,165
4 TER
Teradyne, Inc
 195,176 $94,433,953
5 AMKR
Amkor Technology, Inc.
 1,086,641 $93,701,052
6 NVMI
Nova Ltd.
 158,791 $86,213,984
7 IPGP
Ipg Photonics Corp
 337,749 $39,624,712
8 Q
Qnity Electronics, Inc.
 139,713 $22,816,529

All Filings in DQ

Export CSV
18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,704,450 276,658
2026-03-31 $5,221,125 245,469
2025-12-31 $2,958,643 100,293
2025-09-30 $11,672,542 414,950
2023-12-31 $849,524 31,937
2023-09-30 $963,583 31,833
2023-06-30 $8,871,996 223,476
2023-03-31 $15,321,035 327,093
2022-12-31 $15,623,110 404,639
2022-09-30 $27,868,857 525,035
2022-06-30 $59,180,229 829,087
2022-03-31 $25,483,737 616,741
2021-12-31 $24,058,661 596,693
2021-09-30 $72,068,805 1,264,365
2021-06-30 $102,268,656 1,572,880
2021-03-31 $70,818,924 937,999
2020-12-31 $23,717,442 413,484
2020-09-30 $4,577,738 33,849