Position in Q
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$14,684,835
+$4,446,937 QoQ
Shares Held
89,920
+1.3% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#179
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, 2026Asset Management One Co., Ltd. holds $809,846,842 across 8 Semiconductor Equipment & Materials names. Q ranks #5 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
630,534 | $273,229,298 | |
| 2 | AMAT |
Applied Materials Inc /De
|
370,282 | $267,713,886 | |
| 3 | KLAC |
Kla Corp
|
698,179 | $210,647,586 | |
| 4 | TER |
Teradyne, Inc
|
67,867 | $32,836,769 | |
| 5 | Q |
Qnity Electronics, Inc.
This page
|
89,920 | $14,684,835 | |
| 6 | ENTG |
Entegris Inc
|
57,534 | $10,348,065 | |
| 7 | IPGP |
Ipg Photonics Corp
|
2,734 | $320,752 | |
| 8 | ASML |
Asml Holding NV
|
33 | $65,651 |
All Filings in Q
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,684,835 | 89,920 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $10,237,898 | 88,732 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $7,383,037 | 90,423 | Shares | Defined | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||