Position in TER
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$254,819,658
+$140,712,501 QoQ
Shares Held
526,661
+36.8% QoQ
Ownership
0.337%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#49
of 1,416 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in TER Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Bank Julius Baer & Co. Ltd, Zurich holds $2,825,848,428 across 8 Semiconductor Equipment & Materials names. TER ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
1,495,836 | $1,081,489,428 | |
| 2 | LRCX |
Lam Research Corp
|
2,158,692 | $935,426,004 | |
| 3 | KLAC |
Kla Corp
|
1,754,288 | $529,286,232 | |
| 4 | TER |
Teradyne, Inc
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|
526,661 | $254,819,658 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
163,526 | $14,100,846 | |
| 6 | Q |
Qnity Electronics, Inc.
|
59,695 | $9,748,790 | |
| 7 | ASML |
Asml Holding NV
|
458 | $911,163 | |
| 8 | ACLS |
Axcelis Technologies Inc
|
350 | $66,307 |
All Filings in TER
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,819,658 | 526,661 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $114,107,157 | 384,899 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $18,359,940 | 94,854 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,987,017 | 28,967 | Shares | Sole | 2025-11-13 | |
| 2024-03-31 | $14,667 | 130 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $14,107 | 130 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $386,469 | 3,847 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $385,090 | 3,459 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $595,282 | 5,537 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $320,050 | 3,664 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $44,338 | 590 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $35,820 | 400 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $5,911 | 50 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $849,374 | 5,194 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $566,373 | 5,188 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $696,993 | 5,203 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $601,220 | 4,941 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,299,010 | 19,176 | Shares | Sole | 2021-02-24 | |
| 2020-09-30 | $386,652 | 4,866 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $401,084 | 4,746 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $638,501 | 11,787 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||