Position in TER
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,870,914
+$2,172,576 QoQ
Shares Held
12,134
-2.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#405
of 1,416 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TER Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026&PARTNERS holds $306,922,551 across 13 Semiconductor Equipment & Materials names. TER ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
181,284 | $131,068,332 | |
| 2 | LRCX |
Lam Research Corp
|
137,597 | $59,624,908 | |
| 3 | KLAC |
Kla Corp
|
163,510 | $49,332,602 | |
| 4 | ASML |
Asml Holding NV
|
22,290 | $44,344,615 | |
| 5 | TER |
Teradyne, Inc
This page
|
12,134 | $5,870,914 | |
| 6 | Q |
Qnity Electronics, Inc.
|
31,312 | $5,113,562 | |
| 7 | ENTG |
Entegris Inc
|
20,889 | $3,757,095 | |
| 8 | FORM |
Formfactor Inc
|
18,342 | $2,933,436 |
All Filings in TER
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,870,914 | 12,134 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,698,338 | 12,475 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,450,207 | 17,825 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,095,248 | 22,488 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,550,670 | 17,245 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,268,653 | 15,359 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,397,837 | 11,101 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $999,251 | 7,461 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $659,742 | 4,449 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||