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Equibles

Boston Partners

Position in PLAB — Photronics Inc

CIK 1386060 BOSTON, MA
Back to PLAB Full portfolio

Position in PLAB

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$21,655,220
-$10,076,287 QoQ
Shares Held
665,700
-15.2% QoQ
Ownership
1.13%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
14 quarters on record
Voting authority Sole 94% Shared 0% None 6%

Common Shares in PLAB Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Boston Partners holds $2,530,530,346 across 10 Semiconductor Equipment & Materials names. PLAB ranks #9 (0.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMAT
Applied Materials Inc /De
 2,636,446 $1,906,150,458
2 UCTT
Ultra Clean Holdings, Inc.
 1,360,211 $193,952,485
3 Q
Qnity Electronics, Inc.
 807,514 $131,875,109
4 LRCX
Lam Research Corp
 151,632 $65,706,693
5 ONTO
Onto Innovation Inc.
 168,339 $63,707,893
6 ACLS
Axcelis Technologies Inc
 303,929 $57,579,348
7 KLAC
Kla Corp
 181,410 $54,733,210
8 VECO
Veeco Instruments Inc
 460,965 $34,941,145

All Filings in PLAB

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $21,655,220 665,700
2026-03-31 $31,731,507 785,239
2025-12-31 $25,899,648 809,364
2025-09-30 $19,219,292 837,442
2025-06-30 $15,567,099 826,718
2025-03-31 $16,684,416 803,681
2024-12-31 $18,834,782 799,439
2024-09-30 $13,623,372 550,217
2024-06-30 $14,209,450 575,981
2024-03-31 $17,007,489 600,547
2023-12-31 $19,635,328 625,927
2023-09-30 $3,612,435 178,745
2023-06-30 $3,538,180 137,192
2023-03-31 $2,405,840 145,105