Position in Q
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$9,242,284
+$2,204,953 QoQ
Shares Held
80,103
-7.1% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026STOREBRAND ASSET MANAGEMENT AS holds $577,769,191 across 8 Semiconductor Equipment & Materials names. Q ranks #5 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
903,266 | $192,991,813 | |
| 2 | AMAT |
Applied Materials Inc /De
|
521,662 | $178,298,854 | |
| 3 | KLAC |
Kla Corp
|
95,186 | $140,152,818 | |
| 4 | TER |
Teradyne, Inc
|
144,394 | $42,807,045 | |
| 5 | Q |
Qnity Electronics, Inc.
This page
|
80,103 | $9,242,284 | |
| 6 | IPGP |
Ipg Photonics Corp
|
62,690 | $7,183,647 | |
| 7 | ACMR |
ACM Research, Inc.
|
180,000 | $7,083,000 | |
| 8 | ENTG |
Entegris Inc
|
83 | $9,730 |
All Filings in Q
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,242,284 | 80,103 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $7,037,331 | 86,189 | Shares | Sole | 2026-05-20 | |
| No filing history on record for this holder in this stock. | ||||||