Position in PLAB
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$97
New position
Shares Held
3
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#310
of 312 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Davis Capital Management holds $252,139 across 15 Semiconductor Equipment & Materials names. PLAB ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
306 | $221,238 | |
| 2 | LRCX |
Lam Research Corp
|
33 | $14,299 | |
| 3 | KLAC |
Kla Corp
|
32 | $9,654 | |
| 4 | TER |
Teradyne, Inc
|
5 | $2,419 | |
| 5 | Q |
Qnity Electronics, Inc.
|
5 | $816 | |
| 6 | ENTG |
Entegris Inc
|
4 | $719 | |
| 7 | FORM |
Formfactor Inc
|
4 | $639 | |
| 8 | UCTT |
Ultra Clean Holdings, Inc.
|
3 | $427 |
All Filings in PLAB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $97 | 3 | Shares | Sole | 2026-07-16 | |
| No filing history on record for this holder in this stock. | ||||||