Position in Q
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$15,612,598
-$8,475,283 QoQ
Shares Held
95,601
-54.2% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#171
of 1,314 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026NOMURA ASSET MANAGEMENT CO LTD holds $2,018,057,166 across 14 Semiconductor Equipment & Materials names. Q ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
1,269,847 | $918,099,381 | |
| 2 | KLAC |
Kla Corp
|
1,560,604 | $470,849,832 | |
| 3 | TER |
Teradyne, Inc
|
600,300 | $290,449,151 | |
| 4 | LRCX |
Lam Research Corp
|
626,419 | $271,446,144 | |
| 5 | FORM |
Formfactor Inc
|
224,980 | $35,981,051 | |
| 6 | Q |
Qnity Electronics, Inc.
This page
|
95,601 | $15,612,598 | |
| 7 | ENTG |
Entegris Inc
|
47,578 | $8,557,379 | |
| 8 | ASML |
Asml Holding NV
|
3,440 | $6,843,673 |
All Filings in Q
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,612,598 | 95,601 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $24,087,881 | 208,770 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $20,888,600 | 255,831 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||