Position in TER
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$921,715
+$437,300 QoQ
Shares Held
1,905
+16.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#743
of 1,417 holders
Holding Since
Dec 2025
3 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, 2026PINNACLE ASSOCIATES LTD holds $391,367,802 across 14 Semiconductor Equipment & Materials names. TER ranks #11 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
255,656 | $110,783,414 | |
| 2 | AMAT |
Applied Materials Inc /De
|
92,679 | $67,006,917 | |
| 3 | UCTT |
Ultra Clean Holdings, Inc.
|
399,934 | $57,026,589 | |
| 4 | ICHR |
Ichor Holdings, Ltd.
|
379,392 | $42,598,133 | |
| 5 | AMBA |
Ambarella Inc
|
408,846 | $35,078,986 | |
| 6 | KLAC |
Kla Corp
|
110,079 | $33,211,935 | |
| 7 | FORM |
Formfactor Inc
|
176,497 | $28,227,165 | |
| 8 | IPGP |
Ipg Photonics Corp
|
55,526 | $6,514,310 |
All Filings in TER
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $921,715 | 1,905 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $484,415 | 1,634 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $312,986 | 1,617 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||