Position in Q
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$7,411,661
+$2,535,472 QoQ
Shares Held
45,384
+7.4% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#253
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, 2026IFM Investors Pty Ltd holds $378,192,279 across 6 Semiconductor Equipment & Materials names. Q ranks #5 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
182,448 | $131,909,904 | |
| 2 | LRCX |
Lam Research Corp
|
287,229 | $124,464,942 | |
| 3 | KLAC |
Kla Corp
|
301,890 | $91,083,231 | |
| 4 | TER |
Teradyne, Inc
|
35,767 | $17,305,505 | |
| 5 | Q |
Qnity Electronics, Inc.
This page
|
45,384 | $7,411,661 | |
| 6 | ENTG |
Entegris Inc
|
33,454 | $6,017,036 |
All Filings in Q
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,411,661 | 45,384 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $4,876,189 | 42,262 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,338,913 | 40,893 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||