Position in ICHR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,438,710
+$1,177,022 QoQ
Shares Held
30,867
+166.7% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
8 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, 2026Gotham Asset Management, LLC holds $285,466,873 across 15 Semiconductor Equipment & Materials names. ICHR ranks #11 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
297,729 | $63,612,778 | |
| 2 | AMAT |
Applied Materials Inc /De
|
160,634 | $54,903,094 | |
| 3 | AMKR |
Amkor Technology, Inc.
|
1,073,270 | $48,329,348 | |
| 4 | TER |
Teradyne, Inc
|
128,408 | $38,067,835 | |
| 5 | ONTO |
Onto Innovation Inc.
|
168,403 | $34,534,403 | |
| 6 | Q |
Qnity Electronics, Inc.
|
213,587 | $24,643,668 | |
| 7 | AXTI |
Axt Inc
|
120,408 | $6,860,847 | |
| 8 | KLAC |
Kla Corp
|
31,024 | $4,568,004 |
All Filings in ICHR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,438,710 | 30,867 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $261,688 | 11,574 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $791,484 | 24,565 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $708,058 | 22,259 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $443,093 | 11,494 | Shares | Sole | 2024-08-14 | |
| 2021-12-31 | $601,381 | 13,065 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $851,631 | 20,726 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,132,113 | 21,043 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||