Position in TER
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$254,248,243
+$249,386,299 QoQ
Shares Held
525,480
+3104.1% QoQ
Ownership
0.336%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#50
of 1,417 holders
Holding Since
Jun 2020
19 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, 20261832 Asset Management L.P. holds $2,045,025,522 across 7 Semiconductor Equipment & Materials names. TER ranks #4 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
1,972,872 | $595,235,211 | |
| 2 | ASML |
Asml Holding NV
|
298,655 | $594,156,173 | |
| 3 | AMAT |
Applied Materials Inc /De
|
518,623 | $374,964,429 | |
| 4 | TER |
Teradyne, Inc
This page
|
525,480 | $254,248,243 | |
| 5 | LRCX |
Lam Research Corp
|
486,046 | $210,618,313 | |
| 6 | NVMI |
Nova Ltd.
|
28,065 | $15,237,611 | |
| 7 | Q |
Qnity Electronics, Inc.
|
3,463 | $565,542 |
All Filings in TER
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,248,243 | 525,480 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,861,944 | 16,400 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,645,260 | 8,500 | Shares | Sole | 2026-02-13 | |
| 2025-03-31 | $1,349,188 | 16,334 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,125,529 | 16,880 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,261,541 | 16,886 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,929,549 | 13,012 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,019,544 | 17,899 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,065,135 | 19,030 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,494,823 | 24,834 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,435,677 | 21,878 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,057,055 | 47,038 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,865,271 | 21,354 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $9,939,489 | 132,262 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,076,843 | 23,192 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,650,716 | 22,420 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $22,812,599 | 208,964 | Shares | Sole | 2021-11-15 | |
| 2020-12-31 | $87,941,712 | 733,520 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $52,291,407 | 618,760 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||