Position in ONTO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$58,641,205
+$16,467,330 QoQ
Shares Held
154,951
-24.7% QoQ
Ownership
0.316%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#71
of 688 holders
Holding Since
Sep 2022
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ONTO Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Balyasny Asset Management L.P. holds $673,773,064 across 11 Semiconductor Equipment & Materials names. ONTO ranks #5 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
121,216 | $241,151,946 | |
| 2 | AMAT |
Applied Materials Inc /De
|
166,354 | $120,273,942 | |
| 3 | ACLS |
Axcelis Technologies Inc
|
616,196 | $116,738,332 | |
| 4 | Q |
Qnity Electronics, Inc.
|
531,829 | $86,852,993 | |
| 5 | ONTO |
Onto Innovation Inc.
This page
|
154,951 | $58,641,205 | |
| 6 | LRCX |
Lam Research Corp
|
34,501 | $14,950,317 | |
| 7 | FORM |
Formfactor Inc
|
81,279 | $12,998,950 | |
| 8 | KLAC |
Kla Corp
|
35,558 | $10,728,203 |
All Filings in ONTO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,641,205 | 154,951 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $42,173,875 | 205,656 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $34,514,036 | 218,637 | Shares | Sole | 2026-02-17 | |
| 2022-12-31 | $86,065 | 1,264 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $1,624,628 | 25,365 | Shares | Other | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||