Position in Q
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$26,291,276
+$7,773,363 QoQ
Shares Held
160,990
+0.3% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#122
of 1,318 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Driehaus Capital Management LLC holds $536,307,442 across 10 Semiconductor Equipment & Materials names. Q ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UCTT |
Ultra Clean Holdings, Inc.
|
1,309,202 | $186,679,113 | |
| 2 | ONTO |
Onto Innovation Inc.
|
354,650 | $134,217,292 | |
| 3 | TER |
Teradyne, Inc
|
103,485 | $50,070,182 | |
| 4 | ICHR |
Ichor Holdings, Ltd.
|
432,264 | $48,534,601 | |
| 5 | COHU |
Cohu Inc
|
617,323 | $45,626,342 | |
| 6 | Q |
Qnity Electronics, Inc.
This page
|
160,990 | $26,291,276 | |
| 7 | AEHR |
Aehr Test Systems
|
238,422 | $22,902,817 | |
| 8 | NVMI |
Nova Ltd.
|
37,629 | $20,430,289 |
All Filings in Q
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,291,276 | 160,990 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $18,517,913 | 160,495 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||