Position in ICHR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$16,309,631
+$14,981,105 QoQ
Shares Held
349,917
+385.4% QoQ
Ownership
1.01%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in ICHR Over Time
Shares Held
Position Value (USD)
Derivatives in ICHR
reported options exposure · as of Mar 31, 2020CallValue
$321,888
CallShares
16,800
PutValue
$275,904
PutShares
14,400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $1,761,838,446 across 27 Semiconductor Equipment & Materials names. ICHR ranks #15 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
378,950 | $500,528,528 | |
| 2 | LRCX |
Lam Research Corp
|
1,502,227 | $320,965,820 | |
| 3 | TER |
Teradyne, Inc
|
839,431 | $248,857,714 | |
| 4 | Q |
Qnity Electronics, Inc.
|
1,428,255 | $164,792,061 | |
| 5 | AMAT |
Applied Materials Inc /De
|
443,650 | $151,635,133 | |
| 6 | ONTO |
Onto Innovation Inc.
|
312,662 | $64,117,596 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
1,213,894 | $54,661,646 | |
| 8 | UCTT |
Ultra Clean Holdings, Inc.
|
581,131 | $36,134,725 |
All Filings in ICHR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,309,631 | 349,917 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,328,526 | 72,085 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,966,567 | 112,247 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $445,145 | 19,688 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,430,882 | 106,483 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,308,049 | 103,994 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,881,586 | 48,809 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $436,406 | 11,300 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $726,677 | 21,608 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,212,796 | 39,173 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $609,847 | 18,627 | Shares | Sole | 2023-05-15 | |
| 2021-12-31 | $1,855,009 | 40,300 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,399,371 | 204,414 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,571,132 | 122,140 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,957,635 | 73,562 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,125,734 | 37,344 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $321,888 | 16,800 | Call | Sole | 2020-05-15 | |
| 2020-03-31 | $266,381 | 13,903 | Shares | Sole | 2020-05-15 | |
| 2020-03-31 | $275,904 | 14,400 | Put | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||