Position in Q
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$127,047,012
+$26,080,285 QoQ
Shares Held
777,950
-11.1% QoQ
Ownership
0.372%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#44
of 1,321 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $7,964,846,561 across 29 Semiconductor Equipment & Materials names. Q ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
7,313,492 | $3,169,155,485 | |
| 2 | AMAT |
Applied Materials Inc /De
|
2,080,426 | $1,504,147,998 | |
| 3 | ASML |
Asml Holding NV
|
718,985 | $1,430,377,443 | |
| 4 | KLAC |
Kla Corp
|
3,495,695 | $1,054,686,137 | |
| 5 | TER |
Teradyne, Inc
|
546,810 | $264,568,548 | |
| 6 | Q |
Qnity Electronics, Inc.
This page
|
777,950 | $127,047,012 | |
| 7 | ENTG |
Entegris Inc
|
617,322 | $111,031,532 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
778,711 | $67,148,247 |
All Filings in Q
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $127,047,012 | 777,950 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $100,966,727 | 875,080 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $53,924,026 | 660,429 | Shares | Defined | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||