Position in Q
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$22,097,149
+$10,448,155 QoQ
Shares Held
135,308
+34.0% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#137
of 1,314 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026TD Asset Management Inc holds $2,906,507,147 across 18 Semiconductor Equipment & Materials names. Q ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
2,721,682 | $1,179,386,461 | |
| 2 | KLAC |
Kla Corp
|
2,903,019 | $875,869,862 | |
| 3 | AMAT |
Applied Materials Inc /De
|
877,158 | $634,185,234 | |
| 4 | TER |
Teradyne, Inc
|
244,228 | $118,167,275 | |
| 5 | ENTG |
Entegris Inc
|
269,479 | $48,468,492 | |
| 6 | Q |
Qnity Electronics, Inc.
This page
|
135,308 | $22,097,149 | |
| 7 | NVMI |
Nova Ltd.
|
14,726 | $7,995,334 | |
| 8 | ASML |
Asml Holding NV
|
3,390 | $6,744,201 |
All Filings in Q
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,097,149 | 135,308 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $11,648,994 | 100,962 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $7,030,636 | 86,107 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||