Position in PLAB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,823,539
+$6,690,269 QoQ
Shares Held
301,984
+289.5% QoQ
Ownership
0.512%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#32
of 312 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PLAB Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $2,573,468,005 across 27 Semiconductor Equipment & Materials names. PLAB ranks #19 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
461,505 | $918,136,461 | |
| 2 | Q |
Qnity Electronics, Inc.
|
1,731,805 | $282,821,074 | |
| 3 | ONTO |
Onto Innovation Inc.
|
632,976 | $239,549,767 | |
| 4 | TER |
Teradyne, Inc
|
469,082 | $226,960,634 | |
| 5 | AEHR |
Aehr Test Systems
|
1,164,614 | $111,872,820 | |
| 6 | ENTG |
Entegris Inc
|
551,105 | $99,121,745 | |
| 7 | LRCX |
Lam Research Corp
|
225,152 | $97,565,116 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
1,069,101 | $92,188,579 |
All Filings in PLAB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,823,539 | 301,984 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,133,270 | 77,537 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,500,384 | 78,137 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $284,947 | 12,416 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $203,269 | 10,795 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $351,923 | 16,952 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $521,759 | 22,146 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $900,545 | 36,371 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $991,043 | 40,172 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $572,064 | 20,200 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,534,834 | 112,682 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,770,629 | 137,092 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,279,184 | 49,600 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,710,365 | 163,472 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,131,825 | 364,339 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $8,857,936 | 605,878 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,498,354 | 692,934 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $9,690,616 | 571,044 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $9,847,880 | 522,434 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,510,110 | 477,631 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,361,803 | 481,590 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $4,685,193 | 364,323 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,063,573 | 184,908 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,758,607 | 176,567 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,344,259 | 120,778 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,803,831 | 175,812 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||