Position in Q
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$29,543,049
+$9,184,765 QoQ
Shares Held
256,050
+2.7% QoQ
Ownership
0.122%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026PANAGORA ASSET MANAGEMENT INC holds $363,954,849 across 11 Semiconductor Equipment & Materials names. Q ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
924,110 | $197,445,342 | |
| 2 | AMAT |
Applied Materials Inc /De
|
231,911 | $79,264,860 | |
| 3 | TER |
Teradyne, Inc
|
118,921 | $35,255,319 | |
| 4 | Q |
Qnity Electronics, Inc.
This page
|
256,050 | $29,543,049 | |
| 5 | ONTO |
Onto Innovation Inc.
|
64,949 | $13,319,091 | |
| 6 | AMBA |
Ambarella Inc
|
87,167 | $4,487,357 | |
| 7 | KLAC |
Kla Corp
|
18,359 | $2,703,197 | |
| 8 | ENTG |
Entegris Inc
|
6,266 | $734,625 |
All Filings in Q
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,543,049 | 256,050 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $20,358,284 | 249,336 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||