Position in FORM
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$7,457,561
+$4,743,586 QoQ
Shares Held
76,890
+58.0% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FORM Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026INTECH INVESTMENT MANAGEMENT LLC holds $78,568,652 across 20 Semiconductor Equipment & Materials names. FORM ranks #4 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
82,310 | $17,586,354 | |
| 2 | AMAT |
Applied Materials Inc /De
|
38,200 | $13,056,377 | |
| 3 | Q |
Qnity Electronics, Inc.
|
87,564 | $10,103,134 | |
| 4 | FORM |
Formfactor Inc
This page
|
76,890 | $7,457,561 | |
| 5 | IPGP |
Ipg Photonics Corp
|
46,412 | $5,318,351 | |
| 6 | AMKR |
Amkor Technology, Inc.
|
82,772 | $3,727,223 | |
| 7 | PLAB |
Photronics Inc
|
78,675 | $3,179,256 | |
| 8 | NVMI |
Nova Ltd.
|
6,406 | $2,781,997 |
All Filings in FORM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||