Position in Q
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$565,542
-$1,279,038 QoQ
Shares Held
3,463
-78.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#656
of 1,314 holders
Holding Since
Dec 2025
3 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, 20261832 Asset Management L.P. holds $2,045,025,522 across 7 Semiconductor Equipment & Materials names. Q ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
1,972,872 | $595,235,211 | |
| 2 | ASML |
Asml Holding NV
|
298,655 | $594,156,173 | |
| 3 | AMAT |
Applied Materials Inc /De
|
518,623 | $374,964,429 | |
| 4 | TER |
Teradyne, Inc
|
525,480 | $254,248,243 | |
| 5 | LRCX |
Lam Research Corp
|
486,046 | $210,618,313 | |
| 6 | NVMI |
Nova Ltd.
|
28,065 | $15,237,611 | |
| 7 | Q |
Qnity Electronics, Inc.
This page
|
3,463 | $565,542 |
All Filings in Q
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $565,542 | 3,463 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,844,580 | 15,987 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,750,544 | 94,924 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||