Position in ICHR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$39,030,934
+$29,769,712 QoQ
Shares Held
837,394
+66.6% QoQ
Ownership
2.41%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ICHR Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026MILLENNIUM MANAGEMENT LLC holds $1,444,290,907 across 27 Semiconductor Equipment & Materials names. ICHR ranks #9 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
1,588,727 | $339,447,410 | |
| 2 | AMAT |
Applied Materials Inc /De
|
888,907 | $303,819,523 | |
| 3 | TER |
Teradyne, Inc
|
652,110 | $193,324,530 | |
| 4 | ASML |
Asml Holding NV
|
119,940 | $158,420,350 | |
| 5 | Q |
Qnity Electronics, Inc.
|
798,825 | $92,168,428 | |
| 6 | AMBA |
Ambarella Inc
|
1,512,539 | $77,865,507 | |
| 7 | UCTT |
Ultra Clean Holdings, Inc.
|
685,436 | $42,620,410 | |
| 8 | AXTI |
Axt Inc
|
739,194 | $42,119,274 |
All Filings in ICHR
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,030,934 | 837,394 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,261,222 | 502,508 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $14,979,792 | 855,011 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $927,381 | 47,219 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $471,938 | 20,873 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,429,593 | 354,736 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $14,953,562 | 470,090 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,382,145 | 165,555 | Shares | Sole | 2024-08-14 | |
| 2023-06-30 | $651,075 | 17,362 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $626,348 | 19,131 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,995,278 | 186,252 | Shares | Sole | 2023-02-14 | |
| 2021-12-31 | $343,890 | 7,471 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,179,570 | 28,707 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $313,169 | 5,821 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $4,229,464 | 140,304 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,552,032 | 118,314 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $5,172,122 | 194,587 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $740,993 | 38,674 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||