Position in FORM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$10,948,168
+$3,490,607 QoQ
Shares Held
68,456
-11.0% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in FORM Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026INTECH INVESTMENT MANAGEMENT LLC holds $189,734,648 across 23 Semiconductor Equipment & Materials names. FORM ranks #6 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
59,164 | $42,775,572 | |
| 2 | LRCX |
Lam Research Corp
|
77,857 | $33,737,773 | |
| 3 | Q |
Qnity Electronics, Inc.
|
140,707 | $22,978,859 | |
| 4 | TER |
Teradyne, Inc
|
36,478 | $17,649,515 | |
| 5 | KLAC |
Kla Corp
|
56,527 | $17,054,760 | |
| 6 | FORM |
Formfactor Inc
This page
|
68,456 | $10,948,168 | |
| 7 | ONTO |
Onto Innovation Inc.
|
24,455 | $9,254,994 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
88,847 | $7,661,276 |
All Filings in FORM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,948,168 | 68,456 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $7,457,561 | 76,890 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,713,975 | 48,655 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,475,884 | 40,524 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,288,310 | 37,440 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,514,391 | 53,531 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $1,994,828 | 45,337 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $818,202 | 17,787 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||