Position in PLAB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,586,627
+$3,400,927 QoQ
Shares Held
110,256
+1370.1% QoQ
Ownership
0.187%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#62
of 312 holders
Holding Since
Dec 2022
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PLAB Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Aquatic Capital Management LLC holds $10,607,662 across 9 Semiconductor Equipment & Materials names. PLAB ranks #1 (33.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLAB |
Photronics Inc
This page
|
110,256 | $3,586,627 | |
| 2 | ACMR |
ACM Research, Inc.
|
16,800 | $2,131,752 | |
| 3 | FORM |
Formfactor Inc
|
7,235 | $1,157,093 | |
| 4 | LRCX |
Lam Research Corp
|
1,929 | $835,893 | |
| 5 | IPGP |
Ipg Photonics Corp
|
6,600 | $774,312 | |
| 6 | ACLS |
Axcelis Technologies Inc
|
3,840 | $727,488 | |
| 7 | ONTO |
Onto Innovation Inc.
|
1,581 | $598,329 | |
| 8 | CAMT |
Camtek Ltd
|
3,643 | $594,246 |
All Filings in PLAB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,586,627 | 110,256 | Shares | Sole | 2026-08-14 | |
| 2024-09-30 | $185,700 | 7,500 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $76,477 | 3,100 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $252,048 | 8,900 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,063,443 | 33,900 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $249,084 | 14,800 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||