Position in Q
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$24,087,881
+$3,199,281 QoQ
Shares Held
208,770
-18.4% QoQ
Ownership
0.100%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 68.20455154956879.ToString("F0")%
Shared 1.4467660661607298.ToString("F0")%
None 30.348682384270475.ToString("F0")%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026NOMURA ASSET MANAGEMENT CO LTD holds $988,922,839 across 14 Semiconductor Equipment & Materials names. Q ranks #5 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
1,197,178 | $409,183,467 | |
| 2 | KLAC |
Kla Corp
|
203,799 | $300,075,684 | |
| 3 | LRCX |
Lam Research Corp
|
595,945 | $127,329,606 | |
| 4 | TER |
Teradyne, Inc
|
320,119 | $94,902,478 | |
| 5 | Q |
Qnity Electronics, Inc.
This page
|
208,770 | $24,087,881 | |
| 6 | FORM |
Formfactor Inc
|
239,900 | $23,267,901 | |
| 7 | ENTG |
Entegris Inc
|
47,590 | $5,579,451 | |
| 8 | ASML |
Asml Holding NV
|
3,264 | $4,311,189 |
All Filings in Q
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||