Position in FORM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$381,912
New position
Shares Held
2,388
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#339
of 508 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 59%
Shared 0%
None 41%
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Keel Point, LLC holds $11,929,142 across 8 Semiconductor Equipment & Materials names. FORM ranks #6 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
8,581 | $3,718,404 | |
| 2 | AMAT |
Applied Materials Inc /De
|
4,683 | $3,385,809 | |
| 3 | KLAC |
Kla Corp
|
5,885 | $1,775,563 | |
| 4 | ASML |
Asml Holding NV
|
669 | $1,330,935 | |
| 5 | AMBA |
Ambarella Inc
|
9,835 | $843,843 | |
| 6 | FORM |
Formfactor Inc
This page
|
2,388 | $381,912 | |
| 7 | TER |
Teradyne, Inc
|
590 | $285,465 | |
| 8 | ACMR |
ACM Research, Inc.
|
1,633 | $207,211 |
All Filings in FORM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $381,912 | 2,388 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||