Position in Q
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,325,212
+$5,291,291 QoQ
Shares Held
32,608
+10991.2% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#290
of 1,314 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 1%
Shared 99%
None 0%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Silvant Capital Management LLC holds $145,953,745 across 7 Semiconductor Equipment & Materials names. Q ranks #5 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TER |
Teradyne, Inc
|
118,047 | $57,115,859 | |
| 2 | ASML |
Asml Holding NV
|
24,166 | $48,076,802 | |
| 3 | AMAT |
Applied Materials Inc /De
|
31,699 | $22,918,377 | |
| 4 | KLAC |
Kla Corp
|
18,795 | $5,670,638 | |
| 5 | Q |
Qnity Electronics, Inc.
This page
|
32,608 | $5,325,212 | |
| 6 | LRCX |
Lam Research Corp
|
9,936 | $4,305,566 | |
| 7 | ONTO |
Onto Innovation Inc.
|
6,715 | $2,541,291 |
All Filings in Q
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,325,212 | 32,608 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $33,921 | 294 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $24,005 | 294 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||