Position in FORM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$20,703,097
+$14,357,955 QoQ
Shares Held
213,456
+87.6% QoQ
Ownership
0.274%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 99.25043100217374.ToString("F0")%
Shared 0.ToString("F0")%
None 0.74956899782625.ToString("F0")%
Common Shares in FORM Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $1,761,838,446 across 27 Semiconductor Equipment & Materials names. FORM ranks #13 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
378,950 | $500,528,528 | |
| 2 | LRCX |
Lam Research Corp
|
1,502,227 | $320,965,820 | |
| 3 | TER |
Teradyne, Inc
|
839,431 | $248,857,714 | |
| 4 | Q |
Qnity Electronics, Inc.
|
1,428,255 | $164,792,061 | |
| 5 | AMAT |
Applied Materials Inc /De
|
443,650 | $151,635,133 | |
| 6 | ONTO |
Onto Innovation Inc.
|
312,662 | $64,117,596 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
1,213,894 | $54,661,646 | |
| 8 | UCTT |
Ultra Clean Holdings, Inc.
|
581,131 | $36,134,725 |
All Filings in FORM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,703,097 | 213,456 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,345,142 | 113,753 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $13,043,349 | 358,137 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,917,600 | 55,728 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,892,902 | 137,607 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,609,728 | 59,312 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,787,622 | 147,557 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,250,130 | 86,736 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $415,233 | 9,100 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,109,486 | 26,600 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,601,213 | 74,448 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,555,594 | 103,904 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,013,047 | 63,204 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,173,332 | 322,687 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,494,488 | 259,261 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $290,629 | 7,504 | Shares | Sole | 2022-08-15 | |
| 2021-09-30 | $4,100,364 | 109,841 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $8,580,314 | 235,335 | Shares | Sole | 2021-08-16 | |
| 2020-09-30 | $5,148,369 | 206,513 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,567,326 | 155,722 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,469,623 | 73,152 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||