Position in Q
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$24,390,178
+$11,643,471 QoQ
Shares Held
211,390
+35.4% QoQ
Ownership
0.101%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 72.9774350726146.ToString("F0")%
Shared 0.ToString("F0")%
None 27.0225649273854.ToString("F0")%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026LOOMIS SAYLES & CO L P holds $115,917,485 across 9 Semiconductor Equipment & Materials names. Q ranks #2 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVMI |
Nova Ltd.
|
66,746 | $28,986,452 | |
| 2 | Q |
Qnity Electronics, Inc.
This page
|
211,390 | $24,390,178 | |
| 3 | KLAC |
Kla Corp
|
124,783 | $18,373,173 | |
| 4 | ONTO |
Onto Innovation Inc.
|
81,072 | $16,625,434 | |
| 5 | UCTT |
Ultra Clean Holdings, Inc.
|
231,058 | $14,367,186 | |
| 6 | LRCX |
Lam Research Corp
|
36,730 | $7,847,730 | |
| 7 | ASML |
Asml Holding NV
|
3,969 | $5,242,373 | |
| 8 | AMAT |
Applied Materials Inc /De
|
200 | $68,358 |
All Filings in Q
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,390,178 | 211,390 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $12,746,707 | 156,114 | Shares | Defined | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||