Position in Q
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,082,855
+$1,968,629 QoQ
Shares Held
12,754
+1188.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#401
of 1,314 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Arax Advisory Partners holds $100,197,531 across 26 Semiconductor Equipment & Materials names. Q ranks #8 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
32,497 | $23,495,331 | |
| 2 | LRCX |
Lam Research Corp
|
49,337 | $21,379,202 | |
| 3 | KLAC |
Kla Corp
|
53,322 | $16,087,780 | |
| 4 | ASML |
Asml Holding NV
|
7,686 | $15,290,835 | |
| 5 | TER |
Teradyne, Inc
|
16,690 | $8,075,289 | |
| 6 | AMKR |
Amkor Technology, Inc.
|
57,987 | $5,000,219 | |
| 7 | ONTO |
Onto Innovation Inc.
|
6,500 | $2,459,925 | |
| 8 | Q |
Qnity Electronics, Inc.
This page
|
12,754 | $2,082,855 |
All Filings in Q
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,082,855 | 12,754 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $114,226 | 990 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $172,118 | 2,108 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||