Position in FORM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,811,494
+$113,982 QoQ
Shares Held
30,085
-64.3% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#142
of 508 holders
Holding Since
Mar 2020
13 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, 2026ExodusPoint Capital Management, LP holds $102,002,974 across 13 Semiconductor Equipment & Materials names. FORM ranks #8 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
29,399 | $21,255,477 | |
| 2 | ASML |
Asml Holding NV
|
10,048 | $19,989,892 | |
| 3 | VECO |
Veeco Instruments Inc
|
218,508 | $16,562,906 | |
| 4 | ONTO |
Onto Innovation Inc.
|
42,048 | $15,913,065 | |
| 5 | LRCX |
Lam Research Corp
|
18,328 | $7,942,072 | |
| 6 | ICHR |
Ichor Holdings, Ltd.
|
63,499 | $7,129,667 | |
| 7 | UCTT |
Ultra Clean Holdings, Inc.
|
41,767 | $5,955,556 | |
| 8 | FORM |
Formfactor Inc
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|
30,085 | $4,811,494 |
All Filings in FORM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,811,494 | 30,085 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $4,697,512 | 84,215 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $978,964 | 28,450 | Shares | Sole | 2025-08-13 | |
| 2024-06-30 | $1,146,317 | 18,938 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $1,109,027 | 26,589 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $310,057 | 8,874 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $2,168,144 | 63,359 | Shares | Other | 2023-08-11 | |
| 2022-12-31 | $451,535 | 20,312 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $1,068,106 | 42,639 | Shares | Other | 2022-11-10 | |
| 2021-06-30 | $2,171,193 | 59,550 | Shares | Other | 2021-08-16 | |
| 2020-09-30 | $271,687 | 10,898 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $306,322 | 10,444 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $334,980 | 16,674 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||