Position in Q
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$39,846,823
+$11,548,033 QoQ
Shares Held
243,995
-0.5% QoQ
Ownership
0.117%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#98
of 1,318 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, 2026Aberdeen Group plc holds $1,495,349,417 across 11 Semiconductor Equipment & Materials names. Q ranks #5 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
748,775 | $541,364,325 | |
| 2 | LRCX |
Lam Research Corp
|
1,051,305 | $455,561,994 | |
| 3 | KLAC |
Kla Corp
|
1,143,662 | $345,054,261 | |
| 4 | TER |
Teradyne, Inc
|
122,016 | $59,036,220 | |
| 5 | Q |
Qnity Electronics, Inc.
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|
243,995 | $39,846,823 | |
| 6 | COHU |
Cohu Inc
|
426,149 | $31,496,672 | |
| 7 | CAMT |
Camtek Ltd
|
109,945 | $17,934,228 | |
| 8 | ONTO |
Onto Innovation Inc.
|
5,369 | $2,031,898 |
All Filings in Q
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,846,823 | 243,995 | Shares | Defined | 2026-07-31 | |
| 2026-03-31 | $28,298,790 | 245,266 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $19,337,659 | 236,836 | Shares | Defined | 2026-01-16 | |
| No filing history on record for this holder in this stock. | ||||||