Position in Q
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$45,245,362
+$22,634,113 QoQ
Shares Held
277,052
+41.4% QoQ
Ownership
0.132%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#87
of 1,321 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026VICTORY CAPITAL MANAGEMENT INC holds $4,544,309,261 across 23 Semiconductor Equipment & Materials names. Q ranks #10 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
3,872,736 | $1,168,443,178 | |
| 2 | AMAT |
Applied Materials Inc /De
|
1,569,763 | $1,134,938,649 | |
| 3 | ASML |
Asml Holding NV
|
476,010 | $946,993,286 | |
| 4 | LRCX |
Lam Research Corp
|
1,412,598 | $612,121,091 | |
| 5 | ACLS |
Axcelis Technologies Inc
|
1,134,007 | $214,837,626 | |
| 6 | IPGP |
Ipg Photonics Corp
|
1,315,485 | $154,332,700 | |
| 7 | COHU |
Cohu Inc
|
978,370 | $72,311,326 | |
| 8 | TER |
Teradyne, Inc
|
128,733 | $62,286,174 |
All Filings in Q
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,245,362 | 277,052 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $22,611,249 | 195,972 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,322,942 | 28,450 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||