Position in FORM
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$3,882,315
+$1,662,271 QoQ
Shares Held
40,028
+0.6% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in FORM Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Linden Thomas Advisory Services, LLC holds $28,852,685 across 14 Semiconductor Equipment & Materials names. FORM ranks #4 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICHR |
Ichor Holdings, Ltd.
|
102,732 | $4,788,338 | |
| 2 | LRCX |
Lam Research Corp
|
21,941 | $4,687,914 | |
| 3 | AMAT |
Applied Materials Inc /De
|
12,155 | $4,154,457 | |
| 4 | FORM |
Formfactor Inc
This page
|
40,028 | $3,882,315 | |
| 5 | PLAB |
Photronics Inc
|
77,680 | $3,139,048 | |
| 6 | ENTG |
Entegris Inc
|
17,404 | $2,040,444 | |
| 7 | ONTO |
Onto Innovation Inc.
|
6,625 | $1,358,588 | |
| 8 | ASML |
Asml Holding NV
|
934 | $1,233,655 |
All Filings in FORM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,882,315 | 40,028 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,220,044 | 39,800 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,469,401 | 40,346 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,388,994 | 40,366 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,153,722 | 40,782 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,799,336 | 40,894 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,882,780 | 40,930 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,489,901 | 41,135 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,846,144 | 40,459 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,660,308 | 39,806 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,406,928 | 40,267 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,380,126 | 40,331 | Shares | Sole | 2023-07-27 | |
| No filing history on record for this holder in this stock. | ||||||