Position in Q
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,573,823
+$1,448,872 QoQ
Shares Held
28,007
+3.4% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#312
of 1,314 holders
Holding Since
Mar 2026
2 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, 2026NISSAY ASSET MANAGEMENT CORP /JAPAN holds $896,472,641 across 8 Semiconductor Equipment & Materials names. Q ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
472,454 | $341,584,242 | |
| 2 | LRCX |
Lam Research Corp
|
496,234 | $215,033,079 | |
| 3 | KLAC |
Kla Corp
|
582,944 | $175,880,034 | |
| 4 | ASML |
Asml Holding NV
|
37,642 | $74,886,496 | |
| 5 | TER |
Teradyne, Inc
|
134,875 | $65,257,920 | |
| 6 | ENTG |
Entegris Inc
|
73,638 | $13,244,530 | |
| 7 | NVMI |
Nova Ltd.
|
11,074 | $6,012,517 | |
| 8 | Q |
Qnity Electronics, Inc.
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|
28,007 | $4,573,823 |
All Filings in Q
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,573,823 | 28,007 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,124,951 | 27,084 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||