Position in FORM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$269,002
New position
Shares Held
1,682
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#372
of 508 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Havemeyer Place LP holds $29,041,781 across 7 Semiconductor Equipment & Materials names. FORM ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
47,609 | $14,364,111 | |
| 2 | TER |
Teradyne, Inc
|
13,358 | $6,463,134 | |
| 3 | LRCX |
Lam Research Corp
|
9,375 | $4,062,468 | |
| 4 | AEHR |
Aehr Test Systems
|
31,246 | $3,001,490 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
7,985 | $688,546 | |
| 6 | FORM |
Formfactor Inc
This page
|
1,682 | $269,002 | |
| 7 | AXTI |
Axt Inc
|
2,678 | $193,030 |
All Filings in FORM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,002 | 1,682 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||