Position in FORM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$212,201,025
+$107,008,480 QoQ
Shares Held
2,187,865
+16.0% QoQ
Ownership
2.81%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026GEODE CAPITAL MANAGEMENT, LLC holds $19,194,167,753 across 29 Semiconductor Equipment & Materials names. FORM ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
35,175,926 | $7,515,688,348 | |
| 2 | AMAT |
Applied Materials Inc /De
|
21,921,798 | $7,492,651,338 | |
| 3 | TER |
Teradyne, Inc
|
4,368,680 | $1,295,138,872 | |
| 4 | Q |
Qnity Electronics, Inc.
|
5,484,733 | $632,828,493 | |
| 5 | KLAC |
Kla Corp
|
3,672,914 | $540,803,530 | |
| 6 | ENTG |
Entegris Inc
|
2,974,080 | $348,681,139 | |
| 7 | ONTO |
Onto Innovation Inc.
|
1,211,014 | $248,342,640 | |
| 8 | FORM |
Formfactor Inc
This page
|
2,187,865 | $212,201,025 |
All Filings in FORM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $212,201,025 | 2,187,865 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $105,192,545 | 1,885,847 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $68,422,144 | 1,878,697 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $74,082,217 | 2,152,927 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $60,928,738 | 2,153,720 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $92,558,928 | 2,103,612 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $95,090,004 | 2,067,174 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $120,647,910 | 1,993,192 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $86,535,743 | 1,896,466 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $75,670,282 | 1,814,200 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $60,416,815 | 1,729,159 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $56,931,232 | 1,663,683 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $51,654,744 | 1,621,813 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $35,594,431 | 1,601,189 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $39,591,825 | 1,580,512 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $53,072,299 | 1,370,315 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $58,635,968 | 1,395,098 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $61,772,154 | 1,351,097 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $48,749,433 | 1,305,905 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $49,876,076 | 1,367,967 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $59,857,947 | 1,326,933 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $53,501,865 | 1,243,651 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $28,947,145 | 1,161,137 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $34,676,418 | 1,182,285 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $23,648,421 | 1,177,124 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||