Position in Q
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$131,875,109
+$14,686,529 QoQ
Shares Held
807,514
-20.5% QoQ
Ownership
0.386%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#42
of 1,321 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Boston Partners holds $2,530,530,346 across 10 Semiconductor Equipment & Materials names. Q ranks #3 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
2,636,446 | $1,906,150,458 | |
| 2 | UCTT |
Ultra Clean Holdings, Inc.
|
1,360,211 | $193,952,485 | |
| 3 | Q |
Qnity Electronics, Inc.
This page
|
807,514 | $131,875,109 | |
| 4 | LRCX |
Lam Research Corp
|
151,632 | $65,706,693 | |
| 5 | ONTO |
Onto Innovation Inc.
|
168,339 | $63,707,893 | |
| 6 | ACLS |
Axcelis Technologies Inc
|
303,929 | $57,579,348 | |
| 7 | KLAC |
Kla Corp
|
181,410 | $54,733,210 | |
| 8 | VECO |
Veeco Instruments Inc
|
460,965 | $34,941,145 |
All Filings in Q
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $131,875,109 | 807,514 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $117,188,580 | 1,015,675 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $111,069,066 | 1,360,307 | Shares | Defined | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||