Position in TER
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$237,330,756
-$107,828,532 QoQ
Shares Held
800,549
-55.1% QoQ
Ownership
0.511%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 95.47622943754848.ToString("F0")%
Shared 0.ToString("F0")%
None 4.523770562451518.ToString("F0")%
Common Shares in TER Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Pictet Asset Management Holding SA holds $2,926,544,422 across 24 Semiconductor Equipment & Materials names. TER ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
721,944 | $1,062,997,565 | |
| 2 | AMAT |
Applied Materials Inc /De
|
2,802,843 | $957,983,708 | |
| 3 | LRCX |
Lam Research Corp
|
2,905,362 | $620,759,644 | |
| 4 | TER |
Teradyne, Inc
This page
|
800,549 | $237,330,756 | |
| 5 | Q |
Qnity Electronics, Inc.
|
94,821 | $10,940,446 | |
| 6 | ASML |
Asml Holding NV
|
7,751 | $10,237,753 | |
| 7 | NVMI |
Nova Ltd.
|
18,768 | $8,150,567 | |
| 8 | ENTG |
Entegris Inc
|
59,966 | $7,030,413 |
All Filings in TER
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $237,330,756 | 800,549 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $345,159,288 | 1,783,216 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $296,243,673 | 2,152,308 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $204,108,418 | 2,269,889 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $187,234,623 | 2,266,763 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $235,966,021 | 1,873,936 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $180,891,215 | 1,350,640 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $218,127,768 | 1,470,954 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $220,682,955 | 1,955,889 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $248,455,888 | 2,289,494 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $224,426,836 | 2,233,992 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||