Position in PLAB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$302,185
+$77,769 QoQ
Shares Held
7,478
+6.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 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 Mar 31, 2026Truvestments Capital LLC holds $12,649,156 across 16 Semiconductor Equipment & Materials names. PLAB ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
14,023 | $4,792,921 | |
| 2 | LRCX |
Lam Research Corp
|
9,176 | $1,960,544 | |
| 3 | NVMI |
Nova Ltd.
|
4,452 | $1,933,414 | |
| 4 | KLAC |
Kla Corp
|
1,211 | $1,783,088 | |
| 5 | CAMT |
Camtek Ltd
|
4,822 | $731,063 | |
| 6 | TER |
Teradyne, Inc
|
1,373 | $407,039 | |
| 7 | PLAB |
Photronics Inc
This page
|
7,478 | $302,185 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
6,544 | $294,676 |
All Filings in PLAB
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $302,185 | 7,478 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $224,416 | 7,013 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $185,458 | 8,081 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $305,347 | 16,216 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $363,009 | 17,486 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $961,342 | 40,804 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $757,779 | 30,605 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $757,344 | 30,699 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $759,627 | 26,823 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $407,715 | 12,997 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $286,699 | 14,186 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $361,111 | 14,002 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $232,600 | 14,029 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $163,469 | 9,713 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $11,330 | 775 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $13,636 | 700 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||