Position in Q
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$29,037,659
+$3,996,855 QoQ
Shares Held
177,807
-18.1% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#6
of 358 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, 2026Perpetual Ltd holds $76,231,092 across 6 Semiconductor Equipment & Materials names. Q ranks #2 (38.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLIC |
Kulicke & Soffa Industries Inc
|
228,606 | $30,578,337 | |
| 2 | Q |
Qnity Electronics, Inc.
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|
177,807 | $29,037,659 | |
| 3 | AMAT |
Applied Materials Inc /De
|
7,642 | $5,525,166 | |
| 4 | LRCX |
Lam Research Corp
|
12,545 | $5,436,124 | |
| 5 | KLAC |
Kla Corp
|
12,161 | $3,669,095 | |
| 6 | TER |
Teradyne, Inc
|
4,102 | $1,984,711 |
All Filings in Q
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,037,659 | 177,807 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $25,040,804 | 217,029 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $261,688 | 3,205 | Shares | Sole | 2026-01-20 | |
| No filing history on record for this holder in this stock. | ||||||