Position in FORM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$28,227,165
+$9,841,547 QoQ
Shares Held
176,497
-6.9% QoQ
Ownership
0.226%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#69
of 508 holders
Holding Since
Mar 2020
25 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, 2026PINNACLE ASSOCIATES LTD holds $391,367,802 across 14 Semiconductor Equipment & Materials names. FORM ranks #7 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
255,656 | $110,783,414 | |
| 2 | AMAT |
Applied Materials Inc /De
|
92,679 | $67,006,917 | |
| 3 | UCTT |
Ultra Clean Holdings, Inc.
|
399,934 | $57,026,589 | |
| 4 | ICHR |
Ichor Holdings, Ltd.
|
379,392 | $42,598,133 | |
| 5 | AMBA |
Ambarella Inc
|
408,846 | $35,078,986 | |
| 6 | KLAC |
Kla Corp
|
110,079 | $33,211,935 | |
| 7 | FORM |
Formfactor Inc
This page
|
176,497 | $28,227,165 | |
| 8 | IPGP |
Ipg Photonics Corp
|
55,526 | $6,514,310 |
All Filings in FORM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,227,165 | 176,497 | Shares | Sole | 2026-08-03 | |
| 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 | |
| 2022-09-30 | $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. | ||||||