Position in TER
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$276,300
-$1,807,835 QoQ
Shares Held
932
-94.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
6 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, 2026Grantham, Mayo, Van Otterloo & Co. LLC holds $3,977,292,452 across 11 Semiconductor Equipment & Materials names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
5,464,726 | $2,368,029,717 | |
| 2 | KLAC |
Kla Corp
|
3,893,893 | $1,174,826,457 | |
| 3 | ASML |
Asml Holding NV
|
151,987 | $302,369,002 | |
| 4 | ONTO |
Onto Innovation Inc.
|
132,223 | $50,039,794 | |
| 5 | ACLS |
Axcelis Technologies Inc
|
135,580 | $25,685,631 | |
| 6 | VECO |
Veeco Instruments Inc
|
318,646 | $24,153,366 | |
| 7 | ENTG |
Entegris Inc
|
72,607 | $13,059,095 | |
| 8 | AMAT |
Applied Materials Inc /De
|
15,644 | $11,310,612 |
All Filings in TER
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $276,300 | 932 | Shares | Sole | 2026-05-14 | |
| 2021-03-31 | $2,084,135 | 17,128 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,125,409 | 17,728 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,527,856 | 19,228 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,630,789 | 19,297 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,408,257 | 25,997 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||