Position in FORM
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$4,414,402
+$1,609,338 QoQ
Shares Held
45,514
-9.5% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 85.18697543612954.ToString("F0")%
Shared 0.9887067715428219.ToString("F0")%
None 13.824317792327637.ToString("F0")%
Common Shares in FORM Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Pathstone Holdings, LLC holds $175,818,514 across 21 Semiconductor Equipment & Materials names. FORM ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
262,360 | $56,055,836 | |
| 2 | AMAT |
Applied Materials Inc /De
|
139,949 | $47,833,167 | |
| 3 | ASML |
Asml Holding NV
|
25,224 | $33,316,615 | |
| 4 | TER |
Teradyne, Inc
|
23,976 | $7,107,923 | |
| 5 | ONTO |
Onto Innovation Inc.
|
28,900 | $5,926,522 | |
| 6 | Q |
Qnity Electronics, Inc.
|
40,606 | $4,685,119 | |
| 7 | FORM |
Formfactor Inc
This page
|
45,514 | $4,414,402 | |
| 8 | KLAC |
Kla Corp
|
17,436 | $2,567,293 |
All Filings in FORM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,414,402 | 45,514 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $2,805,064 | 50,288 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,918,860 | 52,687 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,925,479 | 55,957 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,914,694 | 67,681 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,312,408 | 75,282 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,331,228 | 72,418 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $4,540,475 | 75,012 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,432,880 | 75,233 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $773,636 | 18,548 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||