Position in FORM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$30,548,228
+$20,876,483 QoQ
Shares Held
191,010
+91.5% QoQ
Ownership
0.245%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#66
of 511 holders
Holding Since
Jun 2020
12 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in FORM Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026MARSHALL WACE, LLP holds $1,359,652,380 across 22 Semiconductor Equipment & Materials names. FORM ranks #11 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
579,156 | $418,729,788 | |
| 2 | ASML |
Asml Holding NV
|
130,266 | $259,156,376 | |
| 3 | ENTG |
Entegris Inc
|
623,810 | $112,198,466 | |
| 4 | ONTO |
Onto Innovation Inc.
|
241,478 | $91,387,347 | |
| 5 | KLAC |
Kla Corp
|
291,283 | $87,882,993 | |
| 6 | Q |
Qnity Electronics, Inc.
|
511,632 | $83,554,621 | |
| 7 | ICHR |
Ichor Holdings, Ltd.
|
641,030 | $71,974,847 | |
| 8 | LRCX |
Lam Research Corp
|
134,545 | $58,302,384 |
All Filings in FORM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,548,228 | 191,010 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $9,671,745 | 99,719 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,829,462 | 68,653 | Shares | Other | 2026-02-13 | |
| 2025-03-31 | $879,819 | 31,100 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $376,860 | 8,565 | Shares | Other | 2025-02-13 | |
| 2024-06-30 | $652,452 | 10,779 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $3,911,084 | 85,713 | Shares | Other | 2024-05-15 | |
| 2022-12-31 | $885,243 | 39,822 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $3,512,235 | 140,209 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,770,774 | 45,721 | Shares | Other | 2022-08-15 | |
| 2021-06-30 | $3,488,748 | 95,687 | Shares | Sole | 2021-08-13 | |
| 2020-06-30 | $4,925,504 | 167,934 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||