Position in ICHR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,129,667
+$6,123,358 QoQ
Shares Held
63,499
+194.1% QoQ
Ownership
0.170%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#62
of 330 holders
Holding Since
Dec 2020
7 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 Jun 30, 2026ExodusPoint Capital Management, LP holds $102,002,974 across 13 Semiconductor Equipment & Materials names. ICHR ranks #6 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
29,399 | $21,255,477 | |
| 2 | ASML |
Asml Holding NV
|
10,048 | $19,989,892 | |
| 3 | VECO |
Veeco Instruments Inc
|
218,508 | $16,562,906 | |
| 4 | ONTO |
Onto Innovation Inc.
|
42,048 | $15,913,065 | |
| 5 | LRCX |
Lam Research Corp
|
18,328 | $7,942,072 | |
| 6 | ICHR |
Ichor Holdings, Ltd.
This page
|
63,499 | $7,129,667 | |
| 7 | UCTT |
Ultra Clean Holdings, Inc.
|
41,767 | $5,955,556 | |
| 8 | FORM |
Formfactor Inc
|
30,085 | $4,811,494 |
All Filings in ICHR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,129,667 | 63,499 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,006,309 | 21,590 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $967,874 | 55,244 | Shares | Sole | 2025-11-14 | |
| 2024-03-31 | $654,068 | 16,936 | Shares | Sole | 2024-05-14 | |
| 2021-09-30 | $527,513 | 12,838 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $621,820 | 11,558 | Shares | Other | 2021-08-16 | |
| 2020-12-31 | $202,092 | 6,704 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||