Position in FORM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,671,745
+$5,842,283 QoQ
Shares Held
99,719
+45.3% QoQ
Ownership
0.128%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.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, 2026MARSHALL WACE, LLP holds $1,069,427,689 across 28 Semiconductor Equipment & Materials names. FORM ranks #14 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
1,118,292 | $382,221,022 | |
| 2 | ASML |
Asml Holding NV
|
220,573 | $291,339,434 | |
| 3 | ONTO |
Onto Innovation Inc.
|
483,070 | $99,063,163 | |
| 4 | ENTG |
Entegris Inc
|
402,113 | $47,143,727 | |
| 5 | Q |
Qnity Electronics, Inc.
|
340,353 | $39,269,928 | |
| 6 | TER |
Teradyne, Inc
|
131,000 | $38,836,260 | |
| 7 | ICHR |
Ichor Holdings, Ltd.
|
688,822 | $32,105,992 | |
| 8 | LRCX |
Lam Research Corp
|
118,891 | $25,402,250 |
All Filings in FORM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| 2020-06-30 | $4,925,504 | 167,934 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||