Position in Q
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$282,821,074
+$118,029,013 QoQ
Shares Held
1,731,805
+21.3% QoQ
Ownership
0.828%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#16
of 1,321 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $2,573,468,005 across 27 Semiconductor Equipment & Materials names. Q ranks #2 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
461,505 | $918,136,461 | |
| 2 | Q |
Qnity Electronics, Inc.
This page
|
1,731,805 | $282,821,074 | |
| 3 | ONTO |
Onto Innovation Inc.
|
632,976 | $239,549,767 | |
| 4 | TER |
Teradyne, Inc
|
469,082 | $226,960,634 | |
| 5 | AEHR |
Aehr Test Systems
|
1,164,614 | $111,872,820 | |
| 6 | ENTG |
Entegris Inc
|
551,105 | $99,121,745 | |
| 7 | LRCX |
Lam Research Corp
|
225,152 | $97,565,116 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
1,069,101 | $92,188,579 |
All Filings in Q
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $282,821,074 | 1,731,805 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $164,792,061 | 1,428,255 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24,754,973 | 303,184 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||