DSM CAPITAL PARTNERS LLC

Position in TER — Teradyne, Inc

CIK 1214639 Palm Beach Gardens, FL

Position in TER

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$95,300,513

+$63,922,891 QoQ

Shares Held

196,967

+86.1% QoQ

Ownership

0.126%

of shares outstanding

% of Portfolio

1.67%

of 13F equity value

Holder Rank

#92

of 1,417 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Technology · as of Jun 30, 2026

DSM CAPITAL PARTNERS LLC holds $191,622,827 across 5 Semiconductor Equipment & Materials names. TER ranks #1 (49.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TER	Teradyne, Inc This page	196,967	$95,300,513
2	ENTG	Entegris Inc	482,799	$86,836,228
3	ASML	Asml Holding NV	4,449	$8,851,018
4	COHU	Cohu Inc	4,466	$330,082
5	FORM	Formfactor Inc	1,907	$304,986

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$95,300,513	196,967	+86.1%	Shares	Sole	2026-08-03
2026-03-31	$31,377,622	105,841	—	Shares	Sole	2026-04-29
No filing history on record for this holder in this stock.