Position in TER
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$164,505
+$69,045 QoQ
Shares Held
340
+5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,208
of 1,416 holders
Holding Since
Dec 2024
7 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, 2026Bayforest Capital Ltd holds $1,158,731 across 11 Semiconductor Equipment & Materials names. TER ranks #3 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IPGP |
Ipg Photonics Corp
|
2,781 | $326,266 | |
| 2 | ONTO |
Onto Innovation Inc.
|
803 | $303,895 | |
| 3 | TER |
Teradyne, Inc
This page
|
340 | $164,505 | |
| 4 | ENTG |
Entegris Inc
|
691 | $124,283 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
715 | $61,654 | |
| 6 | ACMR |
ACM Research, Inc.
|
404 | $51,263 | |
| 7 | ICHR |
Ichor Holdings, Ltd.
|
384 | $43,115 | |
| 8 | CAMT |
Camtek Ltd
|
262 | $42,737 |
All Filings in TER
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $164,505 | 340 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $95,460 | 322 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $238,272 | 1,231 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $27,665 | 201 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $47,028 | 523 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $14,620 | 177 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $94,188 | 748 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||