Position in ONTO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$48,222,099
+$13,687,696 QoQ
Shares Held
127,420
-24.3% QoQ
Ownership
0.260%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#81
of 688 holders
Holding Since
Jun 2021
15 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, 2026Gotham Asset Management, LLC holds $539,524,978 across 18 Semiconductor Equipment & Materials names. ONTO ranks #6 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
276,730 | $119,915,410 | |
| 2 | AMAT |
Applied Materials Inc /De
|
135,167 | $97,725,741 | |
| 3 | KLAC |
Kla Corp
|
293,586 | $88,577,832 | |
| 4 | AMKR |
Amkor Technology, Inc.
|
816,161 | $70,377,563 | |
| 5 | TER |
Teradyne, Inc
|
108,040 | $52,274,073 | |
| 6 | ONTO |
Onto Innovation Inc.
This page
|
127,420 | $48,222,099 | |
| 7 | Q |
Qnity Electronics, Inc.
|
222,505 | $36,337,291 | |
| 8 | AXTI |
Axt Inc
|
111,578 | $8,042,542 |
All Filings in ONTO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,222,099 | 127,420 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $34,534,403 | 168,403 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $31,649,982 | 200,494 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $26,025,424 | 201,404 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,678,408 | 46,353 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $950,456 | 7,833 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,649,386 | 15,896 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,424,580 | 26,135 | Shares | Sole | 2024-11-14 | |
| 2022-12-31 | $255,814 | 3,757 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $799,023 | 12,475 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,851,248 | 26,545 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,785,328 | 20,547 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,411,753 | 13,946 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $326,281 | 4,516 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $645,892 | 8,843 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||