Position in Q
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$8,661,962
+$3,967,958 QoQ
Shares Held
53,040
+30.4% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#229
of 1,314 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026USS Investment Management Ltd holds $758,359,958 across 14 Semiconductor Equipment & Materials names. Q ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
1,573,410 | $474,713,531 | |
| 2 | AMAT |
Applied Materials Inc /De
|
150,041 | $108,479,643 | |
| 3 | LRCX |
Lam Research Corp
|
236,445 | $102,458,711 | |
| 4 | ENTG |
Entegris Inc
|
124,279 | $22,352,820 | |
| 5 | TER |
Teradyne, Inc
|
32,936 | $15,935,754 | |
| 6 | ASML |
Asml Holding NV
|
6,100 | $12,135,583 | |
| 7 | Q |
Qnity Electronics, Inc.
This page
|
53,040 | $8,661,962 | |
| 8 | NVMI |
Nova Ltd.
|
13,023 | $7,070,707 |
All Filings in Q
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,661,962 | 53,040 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,694,004 | 40,683 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,321,766 | 40,683 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||