Position in Q
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$43,968,440
+$19,578,262 QoQ
Shares Held
269,233
+27.4% QoQ
Ownership
0.129%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#88
of 1,314 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 52%
Shared 0%
None 48%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026LOOMIS SAYLES & CO L P holds $414,164,970 across 9 Semiconductor Equipment & Materials names. Q ranks #3 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
769,321 | $232,111,838 | |
| 2 | ONTO |
Onto Innovation Inc.
|
131,434 | $49,741,196 | |
| 3 | Q |
Qnity Electronics, Inc.
This page
|
269,233 | $43,968,440 | |
| 4 | NVMI |
Nova Ltd.
|
65,514 | $35,570,170 | |
| 5 | UCTT |
Ultra Clean Holdings, Inc.
|
203,538 | $29,022,482 | |
| 6 | LRCX |
Lam Research Corp
|
36,313 | $15,735,512 | |
| 7 | ASML |
Asml Holding NV
|
3,887 | $7,732,952 | |
| 8 | AMAT |
Applied Materials Inc /De
|
329 | $237,867 |
All Filings in Q
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,968,440 | 269,233 | Shares | Defined | 2026-08-14 | |
| 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. | ||||||