Position in FORM
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$27,269,514
+$7,256,431 QoQ
Shares Held
281,158
-21.6% QoQ
Ownership
0.361%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.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, 2026ENVESTNET ASSET MANAGEMENT INC holds $1,812,438,024 across 21 Semiconductor Equipment & Materials names. FORM ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
2,859,751 | $611,014,398 | |
| 2 | ASML |
Asml Holding NV
|
413,700 | $546,427,371 | |
| 3 | AMAT |
Applied Materials Inc /De
|
997,693 | $341,001,490 | |
| 4 | ENTG |
Entegris Inc
|
914,092 | $107,168,146 | |
| 5 | KLAC |
Kla Corp
|
268,596 | $39,548,343 | |
| 6 | AMKR |
Amkor Technology, Inc.
|
741,052 | $33,369,571 | |
| 7 | FORM |
Formfactor Inc
This page
|
281,158 | $27,269,514 | |
| 8 | Q |
Qnity Electronics, Inc.
|
221,172 | $25,518,825 |
All Filings in FORM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||