Position in PLAB
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$33,277,150
+$13,390,814 QoQ
Shares Held
823,488
+32.5% QoQ
Ownership
1.40%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 64%
None 36%
Common Shares in PLAB Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026JANUS HENDERSON GROUP PLC holds $4,659,556,635 across 23 Semiconductor Equipment & Materials names. PLAB ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
9,265,026 | $1,979,565,453 | |
| 2 | KLAC |
Kla Corp
|
12,406,780 | $1,826,786,690 | |
| 3 | AMAT |
Applied Materials Inc /De
|
1,388,708 | $474,646,507 | |
| 4 | TER |
Teradyne, Inc
|
486,919 | $144,352,005 | |
| 5 | ENTG |
Entegris Inc
|
446,888 | $52,393,147 | |
| 6 | ACMR |
ACM Research, Inc.
|
1,085,634 | $42,719,697 | |
| 7 | Q |
Qnity Electronics, Inc.
|
341,662 | $39,420,959 | |
| 8 | NVMI |
Nova Ltd.
|
80,609 | $35,006,875 |
All Filings in PLAB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,277,150 | 823,488 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $19,886,336 | 621,448 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $619,695 | 27,002 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $508,447 | 27,002 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,493,669 | 120,119 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $4,120,431 | 174,891 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,380,779 | 136,542 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,319,989 | 134,576 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,243,127 | 149,828 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $4,458,303 | 142,120 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,102,910 | 104,053 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,611,855 | 101,274 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,403,828 | 84,670 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $216,416 | 12,859 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $187,983 | 12,858 | Shares | Defined | 2023-01-13 | |
| 2022-06-30 | $250,220 | 12,845 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $218,080 | 12,851 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $242,260 | 12,852 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||