Position in Q
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$20,735,747
+$6,460,715 QoQ
Shares Held
179,717
+2.8% QoQ
Ownership
0.086%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026AVIVA PLC holds $567,511,301 across 11 Semiconductor Equipment & Materials names. Q ranks #4 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
714,309 | $244,143,673 | |
| 2 | LRCX |
Lam Research Corp
|
1,116,324 | $238,513,785 | |
| 3 | TER |
Teradyne, Inc
|
104,366 | $30,940,344 | |
| 4 | Q |
Qnity Electronics, Inc.
This page
|
179,717 | $20,735,747 | |
| 5 | KLAC |
Kla Corp
|
114,456 | $16,852,615 | |
| 6 | ENTG |
Entegris Inc
|
63,634 | $7,460,450 | |
| 7 | DQ |
Daqo New Energy Corp.
|
339,144 | $7,213,592 | |
| 8 | ACLS |
Axcelis Technologies Inc
|
5,308 | $494,068 |
All Filings in Q
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,735,747 | 179,717 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $14,275,032 | 174,832 | Shares | Defined | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||