Position in Q
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$17,251,578
+$17,196,955 QoQ
Shares Held
105,637
+15690.3% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#157
of 1,314 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Erste Asset Management GmbH holds $695,703,174 across 8 Semiconductor Equipment & Materials names. Q ranks #4 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
641,871 | $278,141,959 | |
| 2 | KLAC |
Kla Corp
|
731,834 | $220,801,635 | |
| 3 | AMAT |
Applied Materials Inc /De
|
247,188 | $178,716,924 | |
| 4 | Q |
Qnity Electronics, Inc.
This page
|
105,637 | $17,251,578 | |
| 5 | TER |
Teradyne, Inc
|
1,635 | $791,078 | |
| 6 | PLAB |
Photronics Inc
|
0 | $0 | |
| 7 | ENTG |
Entegris Inc
|
0 | $0 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
0 | $0 |
All Filings in Q
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,251,578 | 105,637 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $54,623 | 669 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||