Position in Q
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$83,554,621
+$44,284,693 QoQ
Shares Held
511,632
+50.3% QoQ
Ownership
0.245%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#58
of 1,321 holders
Holding Since
Dec 2025
3 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 Jun 30, 2026MARSHALL WACE, LLP holds $1,359,652,380 across 22 Semiconductor Equipment & Materials names. Q ranks #6 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
579,156 | $418,729,788 | |
| 2 | ASML |
Asml Holding NV
|
130,266 | $259,156,376 | |
| 3 | ENTG |
Entegris Inc
|
623,810 | $112,198,466 | |
| 4 | ONTO |
Onto Innovation Inc.
|
241,478 | $91,387,347 | |
| 5 | KLAC |
Kla Corp
|
291,283 | $87,882,993 | |
| 6 | Q |
Qnity Electronics, Inc.
This page
|
511,632 | $83,554,621 | |
| 7 | ICHR |
Ichor Holdings, Ltd.
|
641,030 | $71,974,847 | |
| 8 | LRCX |
Lam Research Corp
|
134,545 | $58,302,384 |
All Filings in Q
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,554,621 | 511,632 | Shares | Other | 2026-08-13 | |
| 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. | ||||||