Position in Q
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,511,077
+$5,045,884 QoQ
Shares Held
107,226
-0.7% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#154
of 1,314 holders
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 $2,820,771,646 across 15 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
|
1,771,245 | $1,280,610,135 | |
| 2 | LRCX |
Lam Research Corp
|
2,717,709 | $1,177,664,838 | |
| 3 | NVMI |
Nova Ltd.
|
159,400 | $86,544,634 | |
| 4 | AMKR |
Amkor Technology, Inc.
|
999,265 | $86,166,618 | |
| 5 | KLAC |
Kla Corp
|
171,716 | $51,808,432 | |
| 6 | TER |
Teradyne, Inc
|
106,756 | $51,652,820 | |
| 7 | IPGP |
Ipg Photonics Corp
|
337,749 | $39,624,712 | |
| 8 | Q |
Qnity Electronics, Inc.
This page
|
107,226 | $17,511,077 |
All Filings in Q
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,511,077 | 107,226 | Shares | Defined | 2026-08-14 | |
| 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. | ||||||