Position in FORM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$35,235,617
+$7,966,103 QoQ
Shares Held
220,319
-21.6% QoQ
Ownership
0.282%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#62
of 508 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $4,062,583,321 across 23 Semiconductor Equipment & Materials names. FORM ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
2,958,917 | $1,282,187,503 | |
| 2 | ASML |
Asml Holding NV
|
440,721 | $876,787,942 | |
| 3 | KLAC |
Kla Corp
|
2,584,919 | $779,895,911 | |
| 4 | AMAT |
Applied Materials Inc /De
|
987,556 | $714,002,988 | |
| 5 | ENTG |
Entegris Inc
|
929,814 | $167,236,346 | |
| 6 | TER |
Teradyne, Inc
|
99,122 | $47,959,188 | |
| 7 | FORM |
Formfactor Inc
This page
|
220,319 | $35,235,617 | |
| 8 | Q |
Qnity Electronics, Inc.
|
206,662 | $33,749,971 |
All Filings in FORM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,235,617 | 220,319 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $27,269,514 | 281,158 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $20,013,083 | 358,786 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $15,091,428 | 414,372 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $14,597,410 | 424,220 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $11,530,013 | 407,565 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $17,417,752 | 395,858 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $16,698,690 | 363,015 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $24,485,474 | 404,518 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $18,339,153 | 401,910 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $16,525,084 | 396,190 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $14,174,983 | 405,695 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,190,261 | 180,896 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,575,374 | 175,051 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,127,132 | 185,656 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,809,900 | 192,012 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $7,393,944 | 190,910 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $7,614,280 | 181,163 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $7,586,959 | 165,944 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $5,502,068 | 147,390 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $4,922,027 | 134,998 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $5,973,466 | 132,420 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $5,306,818 | 123,357 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $2,370,917 | 95,103 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $2,519,271 | 85,894 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,372,850 | 68,335 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||