Position in KLIC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$249,144
New position
Shares Held
3,791
first reported quarter
Ownership
0.007%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Verdad Advisers, LP holds $2,753,600 across 7 Semiconductor Equipment & Materials names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
1,089 | $787,347 | |
| 2 | TER |
Teradyne, Inc
|
878 | $424,811 | |
| 3 | LRCX |
Lam Research Corp
|
893 | $386,963 | |
| 4 | AMKR |
Amkor Technology, Inc.
|
3,949 | $340,522 | |
| 5 | FORM |
Formfactor Inc
|
1,956 | $312,823 | |
| 6 | INTT |
Intest Corp
|
15,451 | $280,744 | |
| 7 | PLAB |
Photronics Inc
|
6,775 | $220,390 |
All Filings in KLIC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $249,144 | 3,791 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||