Position in Q
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,621,077
-$542,405 QoQ
Shares Held
40,543
-34.7% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#264
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, 2026Woodline Partners LP holds $495,671,888 across 9 Semiconductor Equipment & Materials names. Q ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
386,934 | $167,670,110 | |
| 2 | AMAT |
Applied Materials Inc /De
|
208,863 | $151,007,949 | |
| 3 | ASML |
Asml Holding NV
|
58,214 | $115,813,254 | |
| 4 | KLAC |
Kla Corp
|
74,637 | $22,518,729 | |
| 5 | TER |
Teradyne, Inc
|
30,947 | $14,973,396 | |
| 6 | ENTG |
Entegris Inc
|
74,034 | $13,315,755 | |
| 7 | Q |
Qnity Electronics, Inc.
This page
|
40,543 | $6,621,077 | |
| 8 | ACLS |
Axcelis Technologies Inc
|
13,951 | $2,643,016 |
All Filings in Q
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,621,077 | 40,543 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,163,482 | 62,086 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $27,643,097 | 338,556 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||