Position in Q
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$117,188,580
+$6,119,514 QoQ
Shares Held
1,015,675
-25.3% QoQ
Ownership
0.485%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026Boston Partners holds $1,360,317,341 across 9 Semiconductor Equipment & Materials names. Q ranks #2 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
2,728,418 | $932,545,986 | |
| 2 | Q |
Qnity Electronics, Inc.
This page
|
1,015,675 | $117,188,580 | |
| 3 | LRCX |
Lam Research Corp
|
447,670 | $95,649,171 | |
| 4 | UCTT |
Ultra Clean Holdings, Inc.
|
1,468,878 | $91,334,832 | |
| 5 | ONTO |
Onto Innovation Inc.
|
181,593 | $37,239,275 | |
| 6 | PLAB |
Photronics Inc
|
785,239 | $31,731,507 | |
| 7 | ACLS |
Axcelis Technologies Inc
|
340,275 | $31,672,796 | |
| 8 | VECO |
Veeco Instruments Inc
|
431,918 | $14,624,742 |
All Filings in Q
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||