Position in Q
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$100,966,727
+$47,042,701 QoQ
Shares Held
875,080
+32.5% QoQ
Ownership
0.418%
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 97%
Shared 0%
None 3%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $3,172,299,908 across 26 Semiconductor Equipment & Materials names. Q ranks #4 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
5,141,784 | $1,098,593,565 | |
| 2 | ASML |
Asml Holding NV
|
773,170 | $1,021,226,127 | |
| 3 | AMAT |
Applied Materials Inc /De
|
1,816,119 | $620,731,311 | |
| 4 | Q |
Qnity Electronics, Inc.
This page
|
875,080 | $100,966,727 | |
| 5 | ENTG |
Entegris Inc
|
607,110 | $71,177,574 | |
| 6 | TER |
Teradyne, Inc
|
223,850 | $66,362,569 | |
| 7 | KLAC |
Kla Corp
|
342,784 | $50,471,857 | |
| 8 | ONTO |
Onto Innovation Inc.
|
146,327 | $30,007,276 |
All Filings in Q
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||