Position in PLAB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$734,006
-$83,832 QoQ
Shares Held
22,564
-35.0% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#141
of 312 holders
Holding Since
Mar 2020
7 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, 2026ExodusPoint Capital Management, LP holds $102,002,974 across 13 Semiconductor Equipment & Materials names. PLAB ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
29,399 | $21,255,477 | |
| 2 | ASML |
Asml Holding NV
|
10,048 | $19,989,892 | |
| 3 | VECO |
Veeco Instruments Inc
|
218,508 | $16,562,906 | |
| 4 | ONTO |
Onto Innovation Inc.
|
42,048 | $15,913,065 | |
| 5 | LRCX |
Lam Research Corp
|
18,328 | $7,942,072 | |
| 6 | ICHR |
Ichor Holdings, Ltd.
|
63,499 | $7,129,667 | |
| 7 | UCTT |
Ultra Clean Holdings, Inc.
|
41,767 | $5,955,556 | |
| 8 | FORM |
Formfactor Inc
|
30,085 | $4,811,494 |
All Filings in PLAB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $734,006 | 22,564 | Shares | Sole | 2026-08-14 | |
| 2024-12-31 | $817,838 | 34,713 | Shares | Sole | 2025-02-12 | |
| 2022-06-30 | $1,015,122 | 52,111 | Shares | Other | 2022-08-22 | |
| 2022-03-31 | $1,066,428 | 62,842 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $860,332 | 45,641 | Shares | Other | 2022-02-11 | |
| 2020-06-30 | $805,266 | 72,351 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $222,611 | 21,697 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||