Position in Q
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$632,828,493
+$195,330,810 QoQ
Shares Held
5,484,733
+2.4% QoQ
Ownership
2.62%
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%
Shared 0%
None 0%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026GEODE CAPITAL MANAGEMENT, LLC holds $19,194,167,753 across 29 Semiconductor Equipment & Materials names. Q ranks #4 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
35,175,926 | $7,515,688,348 | |
| 2 | AMAT |
Applied Materials Inc /De
|
21,921,798 | $7,492,651,338 | |
| 3 | TER |
Teradyne, Inc
|
4,368,680 | $1,295,138,872 | |
| 4 | Q |
Qnity Electronics, Inc.
This page
|
5,484,733 | $632,828,493 | |
| 5 | KLAC |
Kla Corp
|
3,672,914 | $540,803,530 | |
| 6 | ENTG |
Entegris Inc
|
2,974,080 | $348,681,139 | |
| 7 | ONTO |
Onto Innovation Inc.
|
1,211,014 | $248,342,640 | |
| 8 | FORM |
Formfactor Inc
|
2,187,865 | $212,201,025 |
All Filings in Q
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $632,828,493 | 5,484,733 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $437,497,683 | 5,358,208 | Shares | Defined | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||