Position in Q
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,291,292
New position
Shares Held
7,907
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#477
of 1,312 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026TOKIO MARINE ASSET MANAGEMENT CO LTD holds $61,854,419 across 8 Semiconductor Equipment & Materials names. Q ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
29,338 | $21,211,374 | |
| 2 | LRCX |
Lam Research Corp
|
46,482 | $20,142,045 | |
| 3 | KLAC |
Kla Corp
|
52,440 | $15,821,672 | |
| 4 | TER |
Teradyne, Inc
|
6,759 | $3,270,274 | |
| 5 | Q |
Qnity Electronics, Inc.
This page
|
7,907 | $1,291,292 | |
| 6 | COHU |
Cohu Inc
|
752 | $55,580 | |
| 7 | AMBA |
Ambarella Inc
|
522 | $44,787 | |
| 8 | UCTT |
Ultra Clean Holdings, Inc.
|
122 | $17,395 |
All Filings in Q
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,291,292 | 7,907 | Shares | Defined | 2026-07-30 | |
| No filing history on record for this holder in this stock. | ||||||