Position in FORM
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$18,385,618
+$5,010,802 QoQ
Shares Held
189,562
-20.9% QoQ
Ownership
0.243%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in FORM Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026PINNACLE ASSOCIATES LTD holds $196,132,521 across 12 Semiconductor Equipment & Materials names. FORM ranks #6 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
287,487 | $61,424,472 | |
| 2 | AMAT |
Applied Materials Inc /De
|
94,850 | $32,418,781 | |
| 3 | UCTT |
Ultra Clean Holdings, Inc.
|
441,659 | $27,462,356 | |
| 4 | AMBA |
Ambarella Inc
|
430,249 | $22,149,218 | |
| 5 | ICHR |
Ichor Holdings, Ltd.
|
408,307 | $19,031,189 | |
| 6 | FORM |
Formfactor Inc
This page
|
189,562 | $18,385,618 | |
| 7 | IPGP |
Ipg Photonics Corp
|
59,569 | $6,826,011 | |
| 8 | ASML |
Asml Holding NV
|
3,091 | $4,082,685 |
All Filings in FORM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,385,618 | 189,562 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $13,374,816 | 239,778 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $9,330,694 | 256,197 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $9,205,294 | 267,518 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $10,603,601 | 374,818 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $17,146,976 | 389,704 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $17,129,388 | 372,378 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $22,184,910 | 366,511 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $17,086,974 | 374,468 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $15,531,886 | 372,378 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $13,252,707 | 379,299 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $13,632,324 | 398,373 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $16,961,494 | 532,543 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $12,122,530 | 545,323 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $13,826,547 | 551,958 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $22,106,348 | 570,781 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $24,116,603 | 573,795 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $27,438,812 | 600,149 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $22,533,171 | 603,621 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $22,848,971 | 626,686 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $27,777,159 | 615,765 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $29,391,909 | 683,215 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $18,198,949 | 730,002 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $22,315,847 | 760,854 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $15,607,499 | 776,879 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||