Position in Q
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$39,420,959
+$10,974,101 QoQ
Shares Held
341,662
-1.9% QoQ
Ownership
0.163%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 98%
None 2%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026JANUS HENDERSON GROUP PLC holds $3,015,448,611 across 23 Semiconductor Equipment & Materials names. Q ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
9,265,026 | $1,979,565,453 | |
| 2 | AMAT |
Applied Materials Inc /De
|
1,388,708 | $474,646,507 | |
| 3 | KLAC |
Kla Corp
|
1,240,678 | $182,678,666 | |
| 4 | TER |
Teradyne, Inc
|
486,919 | $144,352,005 | |
| 5 | ENTG |
Entegris Inc
|
446,888 | $52,393,147 | |
| 6 | ACMR |
ACM Research, Inc.
|
1,085,634 | $42,719,697 | |
| 7 | Q |
Qnity Electronics, Inc.
This page
|
341,662 | $39,420,959 | |
| 8 | NVMI |
Nova Ltd.
|
80,609 | $35,006,875 |
All Filings in Q
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,420,959 | 341,662 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $28,446,858 | 348,400 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||