Position in FORM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$71,126,451
-$5,237,707 QoQ
Shares Held
733,338
-46.4% QoQ
Ownership
0.941%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in FORM Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $1,773,865,985 across 10 Semiconductor Equipment & Materials names. FORM ranks #6 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
3,309,521 | $707,112,253 | |
| 2 | AMAT |
Applied Materials Inc /De
|
1,181,838 | $403,940,407 | |
| 3 | KLAC |
Kla Corp
|
1,641,635 | $241,715,975 | |
| 4 | ENTG |
Entegris Inc
|
1,381,668 | $161,986,755 | |
| 5 | Q |
Qnity Electronics, Inc.
|
876,617 | $101,144,068 | |
| 6 | FORM |
Formfactor Inc
This page
|
733,338 | $71,126,451 | |
| 7 | TER |
Teradyne, Inc
|
201,282 | $59,672,060 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
366,793 | $16,516,688 |
All Filings in FORM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $71,126,451 | 733,338 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $76,364,158 | 1,369,024 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $77,612,112 | 2,131,030 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $76,294,092 | 2,217,207 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $55,553,836 | 1,963,727 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $47,436,840 | 1,078,110 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $48,927,946 | 1,063,651 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $59,589,363 | 984,460 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $55,433,149 | 1,214,840 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $40,444,476 | 969,659 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $36,447,276 | 1,043,139 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $41,109,307 | 1,201,324 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $25,296,766 | 794,247 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||