Position in FORM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$933,671
+$360,364 QoQ
Shares Held
5,838
-1.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#260
of 508 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in FORM Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Pallas Capital Advisors LLC holds $21,474,723 across 15 Semiconductor Equipment & Materials names. FORM ranks #7 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
7,881 | $5,697,963 | |
| 2 | LRCX |
Lam Research Corp
|
7,916 | $3,430,240 | |
| 3 | TER |
Teradyne, Inc
|
6,500 | $3,144,960 | |
| 4 | KLAC |
Kla Corp
|
5,964 | $1,799,398 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
15,398 | $1,327,769 | |
| 6 | ACMR |
ACM Research, Inc.
|
9,153 | $1,161,424 | |
| 7 | FORM |
Formfactor Inc
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|
5,838 | $933,671 | |
| 8 | KLIC |
Kulicke & Soffa Industries Inc
|
6,916 | $925,084 |
All Filings in FORM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $933,671 | 5,838 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $573,307 | 5,911 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $337,301 | 6,047 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $220,231 | 6,047 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $278,755 | 8,101 | Shares | Sole | 2025-07-09 | |
| No filing history on record for this holder in this stock. | ||||||