Position in Q
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,937,312
+$10,773,825 QoQ
Shares Held
91,466
+153.5% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#175
of 1,314 holders
Holding Since
Mar 2026
2 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, 2026Vinva Investment Management Ltd holds $461,499,231 across 9 Semiconductor Equipment & Materials names. Q ranks #6 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TER |
Teradyne, Inc
|
281,574 | $136,236,764 | |
| 2 | LRCX |
Lam Research Corp
|
272,174 | $117,941,159 | |
| 3 | AMAT |
Applied Materials Inc /De
|
135,003 | $97,607,169 | |
| 4 | KLAC |
Kla Corp
|
258,098 | $77,870,747 | |
| 5 | ENTG |
Entegris Inc
|
84,362 | $15,173,349 | |
| 6 | Q |
Qnity Electronics, Inc.
This page
|
91,466 | $14,937,312 | |
| 7 | UCTT |
Ultra Clean Holdings, Inc.
|
8,117 | $1,157,403 | |
| 8 | FORM |
Formfactor Inc
|
2,512 | $401,744 |
All Filings in Q
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,937,312 | 91,466 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,163,487 | 36,085 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||