Position in FORM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$771,342
+$270,195 QoQ
Shares Held
4,823
-6.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#275
of 508 holders
Holding Since
Dec 2020
14 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, 2026Caprock Group, LLC holds $81,288,598 across 12 Semiconductor Equipment & Materials names. FORM ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
60,723 | $26,313,097 | |
| 2 | AMAT |
Applied Materials Inc /De
|
24,764 | $17,904,372 | |
| 3 | KLAC |
Kla Corp
|
58,498 | $17,649,431 | |
| 4 | ASML |
Asml Holding NV
|
6,529 | $12,989,053 | |
| 5 | TER |
Teradyne, Inc
|
3,890 | $1,882,137 | |
| 6 | ICHR |
Ichor Holdings, Ltd.
|
11,751 | $1,319,402 | |
| 7 | FORM |
Formfactor Inc
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|
4,823 | $771,342 | |
| 8 | ACMR |
ACM Research, Inc.
|
5,846 | $741,798 |
All Filings in FORM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $771,342 | 4,823 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $501,147 | 5,167 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $383,989 | 6,884 | Shares | Sole | 2026-01-28 | |
| 2025-03-31 | $213,815 | 7,558 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $301,884 | 6,861 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $313,674 | 6,819 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $407,003 | 6,724 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $303,530 | 6,652 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $279,331 | 6,697 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $235,216 | 6,732 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $229,616 | 6,710 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $213,713 | 6,710 | Shares | Sole | 2023-04-26 | |
| 2021-03-31 | $206,603 | 4,580 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $278,769 | 6,480 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||