Position in FORM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$17,443,457
+$2,426,255 QoQ
Shares Held
179,848
-33.2% QoQ
Ownership
0.231%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
19 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 Mar 31, 2026First Eagle Investment Management, LLC holds $633,419,069 across 10 Semiconductor Equipment & Materials names. FORM ranks #3 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IPGP |
Ipg Photonics Corp
|
4,593,349 | $526,351,861 | |
| 2 | UCTT |
Ultra Clean Holdings, Inc.
|
434,100 | $26,992,337 | |
| 3 | FORM |
Formfactor Inc
This page
|
179,848 | $17,443,457 | |
| 4 | COHU |
Cohu Inc
|
474,068 | $14,515,962 | |
| 5 | VECO |
Veeco Instruments Inc
|
391,381 | $13,252,160 | |
| 6 | ASYS |
Amtech Systems Inc
|
832,453 | $9,723,050 | |
| 7 | ACLS |
Axcelis Technologies Inc
|
100,551 | $9,359,286 | |
| 8 | ONTO |
Onto Innovation Inc.
|
42,983 | $8,814,523 |
All Filings in FORM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,443,457 | 179,848 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $15,017,202 | 269,222 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $10,968,574 | 301,169 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,684,488 | 281,444 | Shares | Sole | 2025-08-06 | |
| 2024-12-31 | $4,166,272 | 94,688 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,498,248 | 97,788 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,311,297 | 120,788 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,994,942 | 153,297 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $5,816,334 | 139,447 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,596,025 | 160,161 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $7,568,129 | 221,161 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $6,894,282 | 216,461 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,205,954 | 234,186 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,029,375 | 81,013 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,750,333 | 71,013 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,587,347 | 37,767 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $542,239 | 11,860 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $330,781 | 8,861 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $85,170 | 2,336 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||