L2 Asset Management, LLC

Position in PLAB — Photronics Inc

CIK 1686988 Wayland, MA

Position in PLAB

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$293,095

-$94,760 QoQ

Shares Held

9,010

-6.1% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#192

of 312 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

L2 Asset Management, LLC holds $17,072,712 across 6 Semiconductor Equipment & Materials names. PLAB ranks #6 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	23,182	$10,045,456
2	AMAT	Applied Materials Inc /De	4,656	$3,366,288
3	KLAC	Kla Corp	7,490	$2,259,807
4	IPGP	Ipg Photonics Corp	5,762	$675,997
5	TER	Teradyne, Inc	893	$432,069
6	PLAB	Photronics Inc This page	9,010	$293,095

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$293,095	9,010	-6.1%	Shares	Sole	2026-08-13
2026-03-31	$387,855	9,598	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.