Position in Q
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$241,698
New position
Shares Held
1,480
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#904
of 1,314 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Sagewood Asset Management LP holds $10,849,590 across 6 Semiconductor Equipment & Materials names. Q ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
19,557 | $5,900,542 | |
| 2 | AMKR |
Amkor Technology, Inc.
|
20,770 | $1,790,997 | |
| 3 | LRCX |
Lam Research Corp
|
2,910 | $1,260,990 | |
| 4 | AMAT |
Applied Materials Inc /De
|
1,700 | $1,229,100 | |
| 5 | TER |
Teradyne, Inc
|
881 | $426,263 | |
| 6 | Q |
Qnity Electronics, Inc.
This page
|
1,480 | $241,698 |
All Filings in Q
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,698 | 1,480 | Shares | Sole | 2026-07-29 | |
| No filing history on record for this holder in this stock. | ||||||