Position in FORM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$4,839,801
New position
Shares Held
49,900
first reported quarter
Ownership
0.064%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 20261832 Asset Management L.P. holds $728,303,110 across 9 Semiconductor Equipment & Materials names. FORM ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
279,479 | $369,144,247 | |
| 2 | AMAT |
Applied Materials Inc /De
|
807,088 | $275,854,607 | |
| 3 | KLAC |
Kla Corp
|
198,458 | $29,221,154 | |
| 4 | LRCX |
Lam Research Corp
|
130,879 | $27,963,607 | |
| 5 | NVMI |
Nova Ltd.
|
29,739 | $12,915,052 | |
| 6 | TER |
Teradyne, Inc
|
16,400 | $4,861,944 | |
| 7 | FORM |
Formfactor Inc
This page
|
49,900 | $4,839,801 | |
| 8 | Q |
Qnity Electronics, Inc.
|
15,987 | $1,844,580 |
All Filings in FORM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,839,801 | 49,900 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||