Position in FORM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$23,533,944
+$20,184,077 QoQ
Shares Held
242,643
+304.0% QoQ
Ownership
0.311%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in FORM Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026D. E. Shaw & Co., Inc. holds $2,042,076,394 across 22 Semiconductor Equipment & Materials names. FORM ranks #12 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
415,578 | $548,907,889 | |
| 2 | AMAT |
Applied Materials Inc /De
|
1,009,618 | $345,077,336 | |
| 3 | TER |
Teradyne, Inc
|
866,712 | $256,945,439 | |
| 4 | LRCX |
Lam Research Corp
|
946,616 | $202,253,973 | |
| 5 | ONTO |
Onto Innovation Inc.
|
722,578 | $148,179,070 | |
| 6 | Q |
Qnity Electronics, Inc.
|
960,820 | $110,859,411 | |
| 7 | UCTT |
Ultra Clean Holdings, Inc.
|
1,183,257 | $73,574,919 | |
| 8 | ICHR |
Ichor Holdings, Ltd.
|
1,512,064 | $70,477,302 |
All Filings in FORM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,533,944 | 242,643 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,349,867 | 60,055 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $18,530,750 | 508,807 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $13,772,017 | 400,233 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $13,425,330 | 474,561 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $11,129,888 | 252,952 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $7,990,752 | 173,712 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,706,235 | 44,709 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,880,165 | 63,120 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $5,925,406 | 142,062 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $13,430,202 | 384,379 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $16,181,953 | 472,880 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $15,307,173 | 480,602 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $10,784,951 | 485,153 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,320,101 | 132,539 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $201,860 | 5,212 | Shares | Defined | 2022-08-15 | |
| 2021-12-31 | $424,555 | 9,286 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,241,176 | 86,825 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $8,880,488 | 243,568 | Shares | Defined | 2021-08-16 | |
| 2020-12-31 | $277,306 | 6,446 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,051,472 | 42,177 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $4,092,678 | 139,539 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,956,403 | 147,158 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||