Position in TER
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,607,897
+$2,003,416 QoQ
Shares Held
5,390
+164.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#525
of 1,416 holders
Holding Since
Mar 2024
10 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, 2026NorthCoast Asset Management LLC holds $88,482,087 across 7 Semiconductor Equipment & Materials names. TER ranks #4 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
134,134 | $58,124,286 | |
| 2 | AMAT |
Applied Materials Inc /De
|
32,776 | $23,697,048 | |
| 3 | KLAC |
Kla Corp
|
9,592 | $2,894,002 | |
| 4 | TER |
Teradyne, Inc
This page
|
5,390 | $2,607,897 | |
| 5 | ASML |
Asml Holding NV
|
293 | $582,905 | |
| 6 | ENTG |
Entegris Inc
|
2,019 | $363,137 | |
| 7 | KLIC |
Kulicke & Soffa Industries Inc
|
1,591 | $212,812 |
All Filings in TER
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,607,897 | 5,390 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $604,481 | 2,039 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $459,705 | 2,375 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $829,143 | 6,024 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,150,166 | 12,791 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,176,471 | 14,243 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $1,679,269 | 13,336 | Shares | Sole | 2025-08-25 | |
| 2024-09-30 | $1,789,840 | 13,364 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $2,422,910 | 16,339 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $658,927 | 5,840 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||