Position in FORM
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$173,480,581
+$57,388,680 QoQ
Shares Held
1,788,644
-14.1% QoQ
Ownership
2.29%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
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 Mar 31, 2026PRIMECAP MANAGEMENT CO/CA/ holds $2,106,043,585 across 9 Semiconductor Equipment & Materials names. FORM ranks #5 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
353,076 | $466,353,373 | |
| 2 | AMAT |
Applied Materials Inc /De
|
1,174,126 | $401,304,525 | |
| 3 | ENTG |
Entegris Inc
|
3,142,833 | $368,465,740 | |
| 4 | KLAC |
Kla Corp
|
2,437,647 | $358,921,581 | |
| 5 | FORM |
Formfactor Inc
This page
|
1,788,644 | $173,480,581 | |
| 6 | TER |
Teradyne, Inc
|
550,610 | $163,233,840 | |
| 7 | Q |
Qnity Electronics, Inc.
|
970,514 | $111,977,905 | |
| 8 | ACLS |
Axcelis Technologies Inc
|
658,652 | $61,307,328 |
All Filings in FORM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $173,480,581 | 1,788,644 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $116,091,901 | 2,081,246 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $84,662,441 | 2,324,614 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $79,876,758 | 2,321,324 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $78,765,979 | 2,784,234 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $123,158,816 | 2,799,064 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $130,555,544 | 2,838,164 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $174,121,445 | 2,876,614 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $138,314,294 | 3,031,214 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $126,419,422 | 3,030,914 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $106,132,835 | 3,037,574 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $104,925,843 | 3,066,214 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $98,305,789 | 3,086,524 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $70,803,528 | 3,185,044 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $75,941,930 | 3,031,614 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $114,282,702 | 2,950,754 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $129,997,066 | 3,092,959 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $142,939,876 | 3,126,419 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $121,683,070 | 3,259,659 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $116,996,202 | 3,208,892 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $150,516,687 | 3,336,659 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $165,456,296 | 3,846,032 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $97,988,835 | 3,930,559 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $120,876,233 | 4,121,249 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $83,740,323 | 4,168,259 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||