Position in Q
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,873,170
+$718,914 QoQ
Shares Held
29,840
-17.1% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#306
of 1,321 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, 2026Jain Global LLC holds $82,788,641 across 14 Semiconductor Equipment & Materials names. Q ranks #6 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
11,231 | $22,343,399 | |
| 2 | ONTO |
Onto Innovation Inc.
|
42,435 | $16,059,525 | |
| 3 | CAMT |
Camtek Ltd
|
77,740 | $12,680,948 | |
| 4 | FORM |
Formfactor Inc
|
52,408 | $8,381,611 | |
| 5 | AXTI |
Axt Inc
|
106,658 | $7,687,908 | |
| 6 | Q |
Qnity Electronics, Inc.
This page
|
29,840 | $4,873,170 | |
| 7 | LRCX |
Lam Research Corp
|
8,562 | $3,710,171 | |
| 8 | KLIC |
Kulicke & Soffa Industries Inc
|
21,928 | $2,933,089 |
All Filings in Q
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,873,170 | 29,840 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,154,256 | 36,005 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $628,705 | 7,700 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||