Position in TER
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$791,078
-$4,786,783 QoQ
Shares Held
1,635
-96.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#793
of 1,417 holders
Holding Since
Mar 2020
23 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, 2026Erste Asset Management GmbH holds $695,703,174 across 8 Semiconductor Equipment & Materials names. TER ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
641,871 | $278,141,959 | |
| 2 | KLAC |
Kla Corp
|
731,834 | $220,801,635 | |
| 3 | AMAT |
Applied Materials Inc /De
|
247,188 | $178,716,924 | |
| 4 | Q |
Qnity Electronics, Inc.
|
105,637 | $17,251,578 | |
| 5 | TER |
Teradyne, Inc
This page
|
1,635 | $791,078 | |
| 6 | PLAB |
Photronics Inc
|
0 | $0 | |
| 7 | ENTG |
Entegris Inc
|
0 | $0 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
0 | $0 |
All Filings in TER
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $791,078 | 1,635 | Shares | Sole | 2026-07-28 | |
| 2025-09-30 | $5,577,861 | 40,525 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $8,414,627 | 101,872 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $12,827,722 | 101,872 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $12,438,346 | 92,872 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,882,248 | 86,872 | Shares | Sole | 2024-11-26 | |
| 2024-03-31 | $9,693,450 | 85,912 | Shares | Sole | 2024-11-26 | |
| 2023-12-31 | $9,323,170 | 85,912 | Shares | Sole | 2024-11-26 | |
| 2023-09-30 | $8,630,719 | 85,912 | Shares | Sole | 2024-11-26 | |
| 2023-06-30 | $8,481,342 | 76,182 | Shares | Sole | 2024-11-26 | |
| 2023-03-31 | $8,190,326 | 76,182 | Shares | Sole | 2024-11-26 | |
| 2022-12-31 | $7,405,707 | 84,782 | Shares | Sole | 2024-11-26 | |
| 2022-09-30 | $6,371,367 | 84,782 | Shares | Sole | 2024-11-26 | |
| 2022-06-30 | $7,395,218 | 82,582 | Shares | Sole | 2024-11-26 | |
| 2022-03-31 | $9,290,749 | 78,582 | Shares | Sole | 2024-11-25 | |
| 2021-12-31 | $11,296,979 | 69,082 | Shares | Sole | 2024-11-25 | |
| 2021-09-30 | $8,753,468 | 80,182 | Shares | Sole | 2024-11-25 | |
| 2021-06-30 | $9,374,788 | 69,982 | Shares | Sole | 2024-11-25 | |
| 2021-03-31 | $7,286,441 | 59,882 | Shares | Sole | 2024-11-25 | |
| 2020-12-31 | $5,716,594 | 47,682 | Shares | Sole | 2024-11-25 | |
| 2020-09-30 | $3,002,157 | 37,782 | Shares | Sole | 2024-11-25 | |
| 2020-06-30 | $2,309,827 | 27,332 | Shares | Sole | 2024-11-22 | |
| 2020-03-31 | $1,308,693 | 24,159 | Shares | Sole | 2024-11-22 | |
| No filing history on record for this holder in this stock. | ||||||