Position in Q
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$39,269,928
+$13,024,762 QoQ
Shares Held
340,353
+5.9% QoQ
Ownership
0.163%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026MARSHALL WACE, LLP holds $1,069,427,689 across 28 Semiconductor Equipment & Materials names. Q ranks #5 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
1,118,292 | $382,221,022 | |
| 2 | ASML |
Asml Holding NV
|
220,573 | $291,339,434 | |
| 3 | ONTO |
Onto Innovation Inc.
|
483,070 | $99,063,163 | |
| 4 | ENTG |
Entegris Inc
|
402,113 | $47,143,727 | |
| 5 | Q |
Qnity Electronics, Inc.
This page
|
340,353 | $39,269,928 | |
| 6 | TER |
Teradyne, Inc
|
131,000 | $38,836,260 | |
| 7 | ICHR |
Ichor Holdings, Ltd.
|
688,822 | $32,105,992 | |
| 8 | LRCX |
Lam Research Corp
|
118,891 | $25,402,250 |
All Filings in Q
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,269,928 | 340,353 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $26,245,166 | 321,435 | Shares | Other | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||