Nearwater Capital Markets, Ltd

Position in TER — Teradyne, Inc

CIK 1915842 NEW YORK, NY

Position in TER

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$66,703,500

New position

Shares Held

225,000

first reported quarter

Ownership

0.144%

of shares outstanding

% of Portfolio

2.24%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Nearwater Capital Markets, Ltd holds $138,004,110 across 4 Semiconductor Equipment & Materials names. TER ranks #1 (48.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TER	Teradyne, Inc This page	225,000	$66,703,500
2	AMAT	Applied Materials Inc /De	124,000	$42,381,960
3	LRCX	Lam Research Corp	118,000	$25,211,880
4	ACMR	ACM Research, Inc.	94,200	$3,706,770

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$66,703,500	225,000	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.