Position in Q
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$10,940,446
+$2,847,135 QoQ
Shares Held
94,821
-4.3% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 58.92998386433385.ToString("F0")%
Shared 0.ToString("F0")%
None 41.07001613566615.ToString("F0")%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Pictet Asset Management Holding SA holds $2,926,544,422 across 24 Semiconductor Equipment & Materials names. Q ranks #5 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
721,944 | $1,062,997,565 | |
| 2 | AMAT |
Applied Materials Inc /De
|
2,802,843 | $957,983,708 | |
| 3 | LRCX |
Lam Research Corp
|
2,905,362 | $620,759,644 | |
| 4 | TER |
Teradyne, Inc
|
800,549 | $237,330,756 | |
| 5 | Q |
Qnity Electronics, Inc.
This page
|
94,821 | $10,940,446 | |
| 6 | ASML |
Asml Holding NV
|
7,751 | $10,237,753 | |
| 7 | NVMI |
Nova Ltd.
|
18,768 | $8,150,567 | |
| 8 | ENTG |
Entegris Inc
|
59,966 | $7,030,413 |
All Filings in Q
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,940,446 | 94,821 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $8,093,311 | 99,122 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||