Position in Q
as of Jun 30, 2026
· filed Sep 2, 2026
Position Value
$22,816,529
+$10,351,336 QoQ
Shares Held
139,713
+29.3% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Allianz Asset Management GmbH holds $3,566,372,764 across 17 Semiconductor Equipment & Materials names. Q ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
1,971,329 | $1,425,270,867 | |
| 2 | LRCX |
Lam Research Corp
|
2,746,179 | $1,190,001,744 | |
| 3 | KLAC |
Kla Corp
|
1,896,063 | $572,061,165 | |
| 4 | TER |
Teradyne, Inc
|
195,176 | $94,433,953 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
1,086,641 | $93,701,052 | |
| 6 | NVMI |
Nova Ltd.
|
158,791 | $86,213,984 | |
| 7 | IPGP |
Ipg Photonics Corp
|
337,749 | $39,624,712 | |
| 8 | Q |
Qnity Electronics, Inc.
This page
|
139,713 | $22,816,529 |
All Filings in Q
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,816,529 | 139,713 | Shares | Defined | 2026-09-02 | |
| 2026-03-31 | $12,465,193 | 108,036 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $10,097,165 | 123,664 | Shares | Defined | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||