Position in FORM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$34,714,883
-$13,175,576 QoQ
Shares Held
217,063
-56.0% QoQ
Ownership
0.278%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#63
of 511 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FORM Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026FRANKLIN RESOURCES INC holds $12,366,965,290 across 25 Semiconductor Equipment & Materials names. FORM ranks #11 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
13,065,549 | $5,661,694,340 | |
| 2 | AMAT |
Applied Materials Inc /De
|
3,368,605 | $2,435,501,415 | |
| 3 | KLAC |
Kla Corp
|
5,409,031 | $1,631,958,735 | |
| 4 | ASML |
Asml Holding NV
|
801,824 | $1,595,180,654 | |
| 5 | TER |
Teradyne, Inc
|
726,758 | $351,634,586 | |
| 6 | ONTO |
Onto Innovation Inc.
|
540,583 | $204,583,633 | |
| 7 | NVMI |
Nova Ltd.
|
295,272 | $160,314,976 | |
| 8 | VECO |
Veeco Instruments Inc
|
1,147,664 | $86,992,930 |
All Filings in FORM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,714,883 | 217,063 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $47,890,459 | 493,767 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $16,040,765 | 287,572 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $595,393 | 16,348 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $241,110 | 7,007 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $203,574 | 7,196 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $17,477,636 | 397,219 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $17,882,224 | 388,744 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $22,392,103 | 369,934 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $13,343,670 | 292,432 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $261,937 | 6,280 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $208,730 | 5,974 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $204,052 | 5,963 | Shares | Defined | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||