Position in FORM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$200,872
New position
Shares Held
1,256
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#393
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, 2026Markin Volterra Fund LP holds $2,819,329 across 7 Semiconductor Equipment & Materials names. FORM ranks #7 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
1,580 | $684,661 | |
| 2 | KLAC |
Kla Corp
|
2,070 | $624,539 | |
| 3 | AMAT |
Applied Materials Inc /De
|
839 | $606,597 | |
| 4 | ASML |
Asml Holding NV
|
133 | $264,595 | |
| 5 | TER |
Teradyne, Inc
|
471 | $227,888 | |
| 6 | UCTT |
Ultra Clean Holdings, Inc.
|
1,474 | $210,177 | |
| 7 | FORM |
Formfactor Inc
This page
|
1,256 | $200,872 |
All Filings in FORM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,872 | 1,256 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||