Position in Q
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$61,894
+$31,088 QoQ
Shares Held
379
+41.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,062
of 1,314 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Nemes Rush Group LLC holds $55,391,671 across 11 Semiconductor Equipment & Materials names. Q ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
123,512 | $53,521,454 | |
| 2 | AMAT |
Applied Materials Inc /De
|
1,852 | $1,338,996 | |
| 3 | KLAC |
Kla Corp
|
680 | $205,162 | |
| 4 | ACMR |
ACM Research, Inc.
|
1,500 | $190,335 | |
| 5 | Q |
Qnity Electronics, Inc.
This page
|
379 | $61,894 | |
| 6 | ASML |
Asml Holding NV
|
26 | $51,725 | |
| 7 | ACLS |
Axcelis Technologies Inc
|
61 | $11,556 | |
| 8 | TER |
Teradyne, Inc
|
7 | $3,386 |
All Filings in Q
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,894 | 379 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $30,806 | 267 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $21,800 | 267 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||