Allianz Asset Management GmbH

Position in ICHR — Ichor Holdings, Ltd.

CIK 1535323 MUNICH, 2M

Position in ICHR

as of Jun 30, 2026 · filed Sep 2, 2026 Compact

Position Value

$2,581,541

+$2,111,129 QoQ

Shares Held

22,992

+57.5% QoQ

Ownership

0.061%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#91

of 331 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 54% Shared 0% None 46%

Technology · as of Jun 30, 2026

Allianz Asset Management GmbH holds $3,566,372,764 across 17 Semiconductor Equipment & Materials names. ICHR ranks #14 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	1,971,329	$1,425,270,867
2	LRCX	Lam Research Corp	2,746,179	$1,190,001,744
3	KLAC	Kla Corp	1,896,063	$572,061,165
4	TER	Teradyne, Inc	195,176	$94,433,953
5	AMKR	Amkor Technology, Inc.	1,086,641	$93,701,052
6	NVMI	Nova Ltd.	158,791	$86,213,984
7	IPGP	Ipg Photonics Corp	337,749	$39,624,712
8	Q	Qnity Electronics, Inc.	139,713	$22,816,529

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,581,541	22,992	+57.5%	Shares	Defined	2026-09-02
2024-12-31	$470,412	14,600	-11.5%	Shares	Defined	2025-02-03
2024-09-30	$524,865	16,500	-50.2%	Shares	Defined	2024-11-13
2024-06-30	$1,276,005	33,100	+217.0%	Shares	Defined	2024-08-13
2024-03-31	$403,231	10,441	-96.6%	Shares	Defined	2024-05-14
2021-12-31	$14,261,888	309,839	+5.6%	Shares	Defined	2022-02-11
2021-09-30	$12,053,298	293,339	+51.7%	Shares	Defined	2021-11-10
2021-06-30	$10,401,907	193,344	+303.8%	Shares	Defined	2021-08-16
2021-03-31	$2,576,105	47,883	-1.3%	Shares	Defined	2021-05-13
2020-12-31	$1,462,876	48,528	-5.0%	Shares	Defined	2021-02-16
2020-09-30	$1,101,730	51,077	-3.4%	Shares	Defined	2020-11-13
2020-06-30	$1,405,470	52,877	-58.3%	Shares	Defined	2020-08-14
2020-03-31	$2,431,613	126,911	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.