Position in Q
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,113,562
+$1,537,936 QoQ
Shares Held
31,312
+1.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#297
of 1,312 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, 2026&PARTNERS holds $306,922,551 across 13 Semiconductor Equipment & Materials names. Q ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
181,284 | $131,068,332 | |
| 2 | LRCX |
Lam Research Corp
|
137,597 | $59,624,908 | |
| 3 | KLAC |
Kla Corp
|
163,510 | $49,332,602 | |
| 4 | ASML |
Asml Holding NV
|
22,290 | $44,344,615 | |
| 5 | TER |
Teradyne, Inc
|
12,134 | $5,870,914 | |
| 6 | Q |
Qnity Electronics, Inc.
This page
|
31,312 | $5,113,562 | |
| 7 | ENTG |
Entegris Inc
|
20,889 | $3,757,095 | |
| 8 | FORM |
Formfactor Inc
|
18,342 | $2,933,436 |
All Filings in Q
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,113,562 | 31,312 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,575,626 | 30,990 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,353,969 | 28,830 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||