Position in PLAB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,152,897
New position
Shares Held
28,530
first reported quarter
Ownership
0.048%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Neo Ivy Capital Management holds $17,707,696 across 9 Semiconductor Equipment & Materials names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
10,905 | $4,725,463 | |
| 2 | UCTT |
Ultra Clean Holdings, Inc.
|
30,113 | $4,293,812 | |
| 3 | AXTI |
Axt Inc
|
45,499 | $3,279,567 | |
| 4 | ONTO |
Onto Innovation Inc.
|
6,846 | $2,590,868 | |
| 5 | KLAC |
Kla Corp
|
4,311 | $1,300,671 | |
| 6 | IPGP |
Ipg Photonics Corp
|
6,421 | $753,311 | |
| 7 | ENTG |
Entegris Inc
|
2,213 | $398,030 | |
| 8 | COHU |
Cohu Inc
|
3,590 | $265,336 |
All Filings in PLAB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,152,897 | 28,530 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||