Position in FORM
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$428,932
New position
Shares Held
2,682
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#323
of 508 holders
Holding Since
Jun 2026
1 quarter on record
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Fulcrum Asset Management LLP holds $12,693,609 across 11 Semiconductor Equipment & Materials names. FORM ranks #5 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
8,534 | $3,698,038 | |
| 2 | AMAT |
Applied Materials Inc /De
|
4,640 | $3,354,720 | |
| 3 | KLAC |
Kla Corp
|
9,359 | $2,823,703 | |
| 4 | TER |
Teradyne, Inc
|
1,512 | $731,566 | |
| 5 | FORM |
Formfactor Inc
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|
2,682 | $428,932 | |
| 6 | KLIC |
Kulicke & Soffa Industries Inc
|
3,168 | $423,751 | |
| 7 | UCTT |
Ultra Clean Holdings, Inc.
|
2,226 | $317,405 | |
| 8 | ONTO |
Onto Innovation Inc.
|
809 | $306,166 |
All Filings in FORM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $428,932 | 2,682 | Shares | Sole | 2026-08-18 | |
| No filing history on record for this holder in this stock. | ||||||