Position in FORM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$68,080,281
+$47,377,184 QoQ
Shares Held
425,688
+99.4% QoQ
Ownership
0.545%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#35
of 511 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FORM Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $2,573,468,005 across 27 Semiconductor Equipment & Materials names. FORM ranks #12 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
461,505 | $918,136,461 | |
| 2 | Q |
Qnity Electronics, Inc.
|
1,731,805 | $282,821,074 | |
| 3 | ONTO |
Onto Innovation Inc.
|
632,976 | $239,549,767 | |
| 4 | TER |
Teradyne, Inc
|
469,082 | $226,960,634 | |
| 5 | AEHR |
Aehr Test Systems
|
1,164,614 | $111,872,820 | |
| 6 | ENTG |
Entegris Inc
|
551,105 | $99,121,745 | |
| 7 | LRCX |
Lam Research Corp
|
225,152 | $97,565,116 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
1,069,101 | $92,188,579 |
All Filings in FORM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,080,281 | 425,688 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||