Position in FORM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,210,914
-$671,401 QoQ
Shares Held
20,077
-49.8% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#169
of 508 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FORM Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Linden Thomas Advisory Services, LLC holds $64,420,112 across 14 Semiconductor Equipment & Materials names. FORM ranks #5 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICHR |
Ichor Holdings, Ltd.
|
115,336 | $12,949,926 | |
| 2 | KLAC |
Kla Corp
|
40,772 | $12,301,320 | |
| 3 | LRCX |
Lam Research Corp
|
22,359 | $9,688,825 | |
| 4 | AMAT |
Applied Materials Inc /De
|
12,371 | $8,944,233 | |
| 5 | FORM |
Formfactor Inc
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|
20,077 | $3,210,914 | |
| 6 | ENTG |
Entegris Inc
|
17,298 | $3,111,218 | |
| 7 | ONTO |
Onto Innovation Inc.
|
7,245 | $2,741,870 | |
| 8 | PLAB |
Photronics Inc
|
81,271 | $2,643,745 |
All Filings in FORM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,210,914 | 20,077 | Shares | Sole | 2026-07-16 | |
| 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. | ||||||