Position in ICHR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,760,803
-$9,293 QoQ
Shares Held
59,232
-17.4% QoQ
Ownership
0.170%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
4 quarters on record
Voting authority
Sole 21.99824419232847.ToString("F0")%
Shared 0.ToString("F0")%
None 78.00175580767153.ToString("F0")%
Common Shares in ICHR Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Informed Momentum Co LLC holds $33,488,962 across 9 Semiconductor Equipment & Materials names. ICHR ranks #5 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXTI |
Axt Inc
|
155,011 | $8,832,526 | |
| 2 | FORM |
Formfactor Inc
|
73,580 | $7,136,524 | |
| 3 | KLIC |
Kulicke & Soffa Industries Inc
|
68,520 | $4,503,134 | |
| 4 | CAMT |
Camtek Ltd
|
26,969 | $4,088,770 | |
| 5 | ICHR |
Ichor Holdings, Ltd.
This page
|
59,232 | $2,760,803 | |
| 6 | UCTT |
Ultra Clean Holdings, Inc.
|
41,803 | $2,599,310 | |
| 7 | ACMR |
ACM Research, Inc.
|
43,874 | $1,726,441 | |
| 8 | INTT |
Intest Corp
|
71,324 | $973,572 |
All Filings in ICHR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,760,803 | 59,232 | Shares | Sole | 2026-05-13 | |
| 2024-03-31 | $2,770,096 | 71,727 | Shares | Sole | 2024-05-13 | |
| 2021-06-30 | $3,061,489 | 56,905 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,180,836 | 40,536 | Shares | Sole | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||