Linden Thomas Advisory Services, LLC
Position in ICHR — Ichor Holdings, Ltd.
CIK 1965702
Charlotte, NC
Position in ICHR
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$4,788,338
+$3,853,901 QoQ
Shares Held
102,732
+102.6% QoQ
Ownership
0.296%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ICHR Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Linden Thomas Advisory Services, LLC holds $28,852,685 across 14 Semiconductor Equipment & Materials names. ICHR ranks #1 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICHR |
Ichor Holdings, Ltd.
This page
|
102,732 | $4,788,338 | |
| 2 | LRCX |
Lam Research Corp
|
21,941 | $4,687,914 | |
| 3 | AMAT |
Applied Materials Inc /De
|
12,155 | $4,154,457 | |
| 4 | FORM |
Formfactor Inc
|
40,028 | $3,882,315 | |
| 5 | PLAB |
Photronics Inc
|
77,680 | $3,139,048 | |
| 6 | ENTG |
Entegris Inc
|
17,404 | $2,040,444 | |
| 7 | ONTO |
Onto Innovation Inc.
|
6,625 | $1,358,588 | |
| 8 | ASML |
Asml Holding NV
|
934 | $1,233,655 |
All Filings in ICHR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,788,338 | 102,732 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $934,437 | 50,702 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $881,326 | 50,304 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $946,844 | 48,210 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $400,038 | 17,693 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $508,560 | 15,784 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $407,168 | 12,800 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $417,843 | 10,839 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $379,904 | 9,837 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $326,076 | 9,696 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $248,299 | 8,020 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $261,975 | 6,986 | Shares | Sole | 2023-07-27 | |
| No filing history on record for this holder in this stock. | ||||||