Position in Q
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$70,941,700
+$62,865,332 QoQ
Shares Held
434,399
+520.6% QoQ
Ownership
0.208%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#63
of 1,324 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, 2026KBC Group NV holds $2,149,787,964 across 22 Semiconductor Equipment & Materials names. Q ranks #5 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
1,249,386 | $903,306,078 | |
| 2 | LRCX |
Lam Research Corp
|
1,610,743 | $697,983,263 | |
| 3 | KLAC |
Kla Corp
|
931,319 | $280,988,254 | |
| 4 | TER |
Teradyne, Inc
|
370,310 | $179,170,789 | |
| 5 | Q |
Qnity Electronics, Inc.
This page
|
434,399 | $70,941,700 | |
| 6 | KLIC |
Kulicke & Soffa Industries Inc
|
48,462 | $6,482,277 | |
| 7 | ENTG |
Entegris Inc
|
24,193 | $4,351,352 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
23,827 | $2,054,602 |
All Filings in Q
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,941,700 | 434,399 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $8,076,368 | 69,998 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $12,189,446 | 149,289 | Shares | Defined | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||