Position in Q
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$378,389
-$1,550,303 QoQ
Shares Held
2,317
-86.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#772
of 1,314 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026MCDONALD PARTNERS LLC holds $7,110,669 across 7 Semiconductor Equipment & Materials names. Q ranks #4 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
9,600 | $4,159,968 | |
| 2 | AMBA |
Ambarella Inc
|
17,946 | $1,539,766 | |
| 3 | AMAT |
Applied Materials Inc /De
|
1,205 | $871,215 | |
| 4 | Q |
Qnity Electronics, Inc.
This page
|
2,317 | $378,389 | |
| 5 | ASML |
Asml Holding NV
|
62 | $123,345 | |
| 6 | TER |
Teradyne, Inc
|
75 | $36,288 | |
| 7 | ATOM |
Atomera Inc
|
195 | $1,698 |
All Filings in Q
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,389 | 2,317 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,928,692 | 16,716 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $325,620 | 3,988 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||