Position in TER
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,329,689
+$1,754,854 QoQ
Shares Held
4,815
+148.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#549
of 1,422 holders
Holding Since
Dec 2024
5 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, 2026Polymer Capital Management (HK) LTD holds $78,762,903 across 9 Semiconductor Equipment & Materials names. TER ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
61,986 | $44,815,878 | |
| 2 | LRCX |
Lam Research Corp
|
29,776 | $12,902,834 | |
| 3 | ASML |
Asml Holding NV
|
2,362 | $4,699,057 | |
| 4 | ENTG |
Entegris Inc
|
24,105 | $4,335,525 | |
| 5 | ONTO |
Onto Innovation Inc.
|
11,400 | $4,314,330 | |
| 6 | FORM |
Formfactor Inc
|
25,000 | $3,998,250 | |
| 7 | TER |
Teradyne, Inc
This page
|
4,815 | $2,329,689 | |
| 8 | AXTI |
Axt Inc
|
14,491 | $1,044,511 |
All Filings in TER
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,329,689 | 4,815 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $574,835 | 1,939 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $8,190,956 | 59,510 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,103,947 | 12,277 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $1,634,315 | 12,979 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||