Position in FORM
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$21,777,260
+$4,192,506 QoQ
Shares Held
224,531
-28.8% QoQ
Ownership
0.288%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.57377823106832.ToString("F0")%
Shared 0.ToString("F0")%
None 0.4262217689316843.ToString("F0")%
Common Shares in FORM Over Time
Shares Held
Position Value (USD)
Derivatives in FORM
reported options exposure · as of Jun 30, 2023CallValue
$0
CallShares
0
PutValue
$23,954
PutShares
700
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $3,172,299,908 across 26 Semiconductor Equipment & Materials names. FORM ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
5,141,784 | $1,098,593,565 | |
| 2 | ASML |
Asml Holding NV
|
773,170 | $1,021,226,127 | |
| 3 | AMAT |
Applied Materials Inc /De
|
1,816,119 | $620,731,311 | |
| 4 | Q |
Qnity Electronics, Inc.
|
875,080 | $100,966,727 | |
| 5 | ENTG |
Entegris Inc
|
607,110 | $71,177,574 | |
| 6 | TER |
Teradyne, Inc
|
223,850 | $66,362,569 | |
| 7 | KLAC |
Kla Corp
|
342,784 | $50,471,857 | |
| 8 | ONTO |
Onto Innovation Inc.
|
146,327 | $30,007,276 |
All Filings in FORM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,777,260 | 224,531 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $17,584,754 | 315,252 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $10,376,967 | 284,925 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $9,770,683 | 283,949 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $8,190,321 | 289,513 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $12,530,232 | 284,778 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $12,291,522 | 267,207 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $18,164,748 | 300,095 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $13,665,042 | 299,475 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $12,744,529 | 305,551 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $10,591,501 | 303,134 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $11,407,850 | 333,368 | Shares | Defined | 2023-08-15 | |
| 2023-06-30 | $23,954 | 700 | Put | Defined | 2023-08-15 | |
| 2023-03-31 | $10,086,925 | 316,701 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $6,322,988 | 284,435 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $7,656,506 | 305,649 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $12,161,955 | 314,019 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $15,065,610 | 358,449 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $14,490,312 | 316,936 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $19,457,216 | 521,222 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $17,615,027 | 483,133 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $21,621,311 | 479,302 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $24,405,545 | 567,307 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $14,276,662 | 572,670 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $20,055,999 | 683,805 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $13,330,034 | 663,516 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||