Position in FORM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$47,890,459
+$31,849,694 QoQ
Shares Held
493,767
+71.7% QoQ
Ownership
0.633%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 99.96415313295543.ToString("F0")%
Shared 0.ToString("F0")%
None 0.03584686704457771.ToString("F0")%
Common Shares in FORM Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026FRANKLIN RESOURCES INC holds $4,864,512,603 across 26 Semiconductor Equipment & Materials names. FORM ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
11,793,519 | $2,519,803,263 | |
| 2 | AMAT |
Applied Materials Inc /De
|
3,004,192 | $1,026,802,776 | |
| 3 | ASML |
Asml Holding NV
|
466,787 | $616,546,268 | |
| 4 | NVMI |
Nova Ltd.
|
435,295 | $189,039,907 | |
| 5 | ONTO |
Onto Innovation Inc.
|
579,203 | $118,777,155 | |
| 6 | TER |
Teradyne, Inc
|
340,416 | $100,919,725 | |
| 7 | KLAC |
Kla Corp
|
582,062 | $85,703,388 | |
| 8 | FORM |
Formfactor Inc
This page
|
493,767 | $47,890,459 |
All Filings in FORM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||