Position in FORM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$105,777,540
+$21,054,742 QoQ
Shares Held
661,399
-24.3% QoQ
Ownership
0.847%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#23
of 511 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in FORM Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026GOLDMAN SACHS GROUP INC holds $22,453,598,293 across 28 Semiconductor Equipment & Materials names. FORM ranks #10 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
8,904,389 | $6,437,873,247 | |
| 2 | KLAC |
Kla Corp
|
20,065,542 | $6,053,974,673 | |
| 3 | LRCX |
Lam Research Corp
|
12,724,387 | $5,513,858,617 | |
| 4 | ASML |
Asml Holding NV
|
840,939 | $1,672,997,599 | |
| 5 | TER |
Teradyne, Inc
|
1,989,985 | $962,834,340 | |
| 6 | ENTG |
Entegris Inc
|
1,897,023 | $341,198,556 | |
| 7 | Q |
Qnity Electronics, Inc.
|
2,076,950 | $339,186,702 | |
| 8 | NVMI |
Nova Ltd.
|
418,594 | $227,271,424 |
All Filings in FORM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,777,540 | 661,399 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $84,722,798 | 873,521 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $49,350,071 | 884,727 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $18,662,372 | 512,421 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $13,999,845 | 406,854 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $13,873,245 | 490,394 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $19,231,696 | 437,084 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $27,930,510 | 607,185 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $20,756,824 | 342,918 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $19,189,240 | 420,540 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $38,459,789 | 922,076 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $33,904,412 | 970,361 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $20,810,344 | 608,134 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $8,904,208 | 279,567 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $7,210,411 | 324,355 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $7,758,159 | 309,707 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,562,281 | 246,896 | Shares | Defined | 2022-08-18 | |
| 2022-03-31 | $10,890,980 | 259,124 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $12,400,132 | 271,219 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $13,099,544 | 350,912 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $12,116,277 | 332,317 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $16,904,385 | 374,737 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $5,062,119 | 117,669 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $8,294,982 | 332,731 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $28,205,663 | 961,666 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $33,065,146 | 1,645,851 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||