Position in Q
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$103,492,478
-$51,943,295 QoQ
Shares Held
633,718
-53.0% QoQ
Ownership
0.303%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#49
of 1,321 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026DEUTSCHE BANK AG\ holds $6,719,877,378 across 27 Semiconductor Equipment & Materials names. Q ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
3,997,687 | $2,890,327,701 | |
| 2 | LRCX |
Lam Research Corp
|
4,390,915 | $1,902,715,188 | |
| 3 | KLAC |
Kla Corp
|
4,081,615 | $1,231,464,055 | |
| 4 | TER |
Teradyne, Inc
|
427,648 | $206,913,204 | |
| 5 | Q |
Qnity Electronics, Inc.
This page
|
633,718 | $103,492,478 | |
| 6 | ASML |
Asml Holding NV
|
37,236 | $74,078,782 | |
| 7 | ENTG |
Entegris Inc
|
388,805 | $69,930,464 | |
| 8 | NVMI |
Nova Ltd.
|
89,769 | $48,739,177 |
All Filings in Q
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,492,478 | 633,718 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $155,435,773 | 1,347,164 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $96,920,340 | 1,187,022 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||