Position in DQ
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$29,277,623
-$9,548,507 QoQ
Shares Held
1,376,475
+4.6% QoQ
Ownership
2.03%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 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, 2026MACKENZIE FINANCIAL CORP holds $711,828,526 across 14 Semiconductor Equipment & Materials names. DQ ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
1,617,352 | $345,563,428 | |
| 2 | AMAT |
Applied Materials Inc /De
|
642,013 | $219,433,623 | |
| 3 | TER |
Teradyne, Inc
|
139,826 | $41,452,815 | |
| 4 | ASML |
Asml Holding NV
|
25,864 | $34,161,947 | |
| 5 | DQ |
Daqo New Energy Corp.
This page
|
1,376,475 | $29,277,623 | |
| 6 | KLAC |
Kla Corp
|
85,212 | $12,546,700 | |
| 7 | CAMT |
Camtek Ltd
|
77,368 | $11,729,762 | |
| 8 | KLIC |
Kulicke & Soffa Industries Inc
|
60,017 | $3,944,317 |
All Filings in DQ
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,277,623 | 1,376,475 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $38,826,130 | 1,316,140 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $33,923,486 | 1,205,954 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $28,314,107 | 1,866,454 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $33,328,810 | 1,840,354 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $39,185,946 | 2,015,738 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $56,375,074 | 2,767,554 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $36,456,156 | 2,496,997 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $66,078,944 | 2,347,387 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $47,729,789 | 1,794,353 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $43,883,538 | 1,449,737 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $38,369,375 | 966,483 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $42,835,133 | 914,499 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $31,003,405 | 802,989 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $32,226,407 | 607,129 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $47,157,268 | 660,651 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $24,957,156 | 603,997 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $22,026,170 | 546,284 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $20,739,450 | 363,850 | Shares | Sole | 2021-11-08 | |
| No filing history on record for this holder in this stock. | ||||||