Position in Q
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$54,569,219
-$7,878,821 QoQ
Shares Held
334,145
-38.3% QoQ
Ownership
0.160%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#79
of 1,321 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Point72 Asset Management, L.P. holds $2,669,370,437 across 16 Semiconductor Equipment & Materials names. Q ranks #7 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
554,661 | $1,103,464,724 | |
| 2 | AMAT |
Applied Materials Inc /De
|
599,984 | $433,788,432 | |
| 3 | ONTO |
Onto Innovation Inc.
|
972,161 | $367,914,330 | |
| 4 | TER |
Teradyne, Inc
|
458,710 | $221,942,246 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
2,477,326 | $213,619,820 | |
| 6 | KLIC |
Kulicke & Soffa Industries Inc
|
1,342,415 | $179,561,430 | |
| 7 | Q |
Qnity Electronics, Inc.
This page
|
334,145 | $54,569,219 | |
| 8 | COHU |
Cohu Inc
|
653,112 | $48,271,507 |
All Filings in Q
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,569,219 | 334,145 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $62,448,040 | 541,238 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $163,351,112 | 2,000,626 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||