Position in PLAB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,619,375
+$379,960 QoQ
Shares Held
49,781
+62.3% QoQ
Ownership
0.084%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#100
of 312 holders
Holding Since
Mar 2020
13 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, 2026Grantham, Mayo, Van Otterloo & Co. LLC holds $3,977,292,452 across 11 Semiconductor Equipment & Materials names. PLAB ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
5,464,726 | $2,368,029,717 | |
| 2 | KLAC |
Kla Corp
|
3,893,893 | $1,174,826,457 | |
| 3 | ASML |
Asml Holding NV
|
151,987 | $302,369,002 | |
| 4 | ONTO |
Onto Innovation Inc.
|
132,223 | $50,039,794 | |
| 5 | ACLS |
Axcelis Technologies Inc
|
135,580 | $25,685,631 | |
| 6 | VECO |
Veeco Instruments Inc
|
318,646 | $24,153,366 | |
| 7 | ENTG |
Entegris Inc
|
72,607 | $13,059,095 | |
| 8 | AMAT |
Applied Materials Inc /De
|
15,644 | $11,310,612 |
All Filings in PLAB
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,619,375 | 49,781 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,239,415 | 30,671 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $487,136 | 15,223 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $222,500 | 9,695 | Shares | Sole | 2025-11-13 | |
| 2024-09-30 | $236,482 | 9,551 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $235,623 | 9,551 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $246,015 | 8,687 | Shares | Sole | 2024-05-14 | |
| 2022-09-30 | $233,920 | 16,000 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $726,604 | 37,300 | Shares | Sole | 2022-08-12 | |
| 2020-12-31 | $592,596 | 53,100 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,507,944 | 151,400 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,924,377 | 172,900 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $291,384 | 28,400 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||