Position in FORM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$104,594,060
+$103,400,793 QoQ
Shares Held
653,999
+5215.8% QoQ
Ownership
0.839%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1
of 119 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in FORM Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Pictet Asset Management Holding SA holds $5,090,269,983 across 25 Semiconductor Equipment & Materials names. FORM ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
2,084,024 | $1,506,749,352 | |
| 2 | KLAC |
Kla Corp
|
4,857,154 | $1,465,451,933 | |
| 3 | LRCX |
Lam Research Corp
|
2,652,682 | $1,149,486,691 | |
| 4 | TER |
Teradyne, Inc
|
977,716 | $473,058,109 | |
| 5 | ONTO |
Onto Innovation Inc.
|
716,216 | $271,051,945 | |
| 6 | FORM |
Formfactor Inc
This page
|
653,999 | $104,594,060 | |
| 7 | ASML |
Asml Holding NV
|
30,973 | $61,618,922 | |
| 8 | Q |
Qnity Electronics, Inc.
|
129,276 | $21,112,063 |
All Filings in FORM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $104,594,060 | 653,999 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,193,267 | 12,303 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $606,551 | 10,874 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $440,754 | 12,102 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $416,429 | 12,102 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $342,365 | 12,102 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $496,760 | 11,290 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $445,096 | 9,676 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $536,658 | 8,866 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $454,839 | 9,968 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $340,437 | 8,162 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $285,180 | 8,162 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||