Position in Q
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$155,435,773
+$58,515,433 QoQ
Shares Held
1,347,164
+13.5% QoQ
Ownership
0.644%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026DEUTSCHE BANK AG\ holds $3,882,226,856 across 25 Semiconductor Equipment & Materials names. Q ranks #4 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
6,494,721 | $2,219,830,683 | |
| 2 | LRCX |
Lam Research Corp
|
4,499,280 | $961,316,156 | |
| 3 | TER |
Teradyne, Inc
|
851,579 | $252,459,105 | |
| 4 | Q |
Qnity Electronics, Inc.
This page
|
1,347,164 | $155,435,773 | |
| 5 | ASML |
Asml Holding NV
|
66,508 | $87,845,760 | |
| 6 | KLAC |
Kla Corp
|
465,013 | $68,468,972 | |
| 7 | ICHR |
Ichor Holdings, Ltd.
|
671,378 | $31,292,928 | |
| 8 | NVMI |
Nova Ltd.
|
61,988 | $26,920,148 |
All Filings in Q
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||