Position in TER
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$508,032
+$194,378 QoQ
Shares Held
1,050
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#890
of 1,416 holders
Holding Since
Dec 2022
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TER Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Linden Thomas Advisory Services, LLC holds $64,420,112 across 14 Semiconductor Equipment & Materials names. TER ranks #14 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICHR |
Ichor Holdings, Ltd.
|
115,336 | $12,949,926 | |
| 2 | KLAC |
Kla Corp
|
40,772 | $12,301,320 | |
| 3 | LRCX |
Lam Research Corp
|
22,359 | $9,688,825 | |
| 4 | AMAT |
Applied Materials Inc /De
|
12,371 | $8,944,233 | |
| 5 | FORM |
Formfactor Inc
|
20,077 | $3,210,914 | |
| 6 | ENTG |
Entegris Inc
|
17,298 | $3,111,218 | |
| 7 | ONTO |
Onto Innovation Inc.
|
7,245 | $2,741,870 | |
| 8 | PLAB |
Photronics Inc
|
81,271 | $2,643,745 |
All Filings in TER
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $508,032 | 1,050 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $313,654 | 1,058 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $309,308 | 1,598 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $220,361 | 1,601 | Shares | Sole | 2025-11-06 | |
| 2023-06-30 | $874,385 | 7,854 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $770,846 | 7,170 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $620,447 | 7,103 | Shares | Sole | 2023-02-17 | |
| No filing history on record for this holder in this stock. | ||||||