Position in TER
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$4,861,944
+$3,216,684 QoQ
Shares Held
16,400
+92.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TER Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 20261832 Asset Management L.P. holds $728,303,110 across 9 Semiconductor Equipment & Materials names. TER ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
279,479 | $369,144,247 | |
| 2 | AMAT |
Applied Materials Inc /De
|
807,088 | $275,854,607 | |
| 3 | KLAC |
Kla Corp
|
198,458 | $29,221,154 | |
| 4 | LRCX |
Lam Research Corp
|
130,879 | $27,963,607 | |
| 5 | NVMI |
Nova Ltd.
|
29,739 | $12,915,052 | |
| 6 | TER |
Teradyne, Inc
This page
|
16,400 | $4,861,944 | |
| 7 | FORM |
Formfactor Inc
|
49,900 | $4,839,801 | |
| 8 | Q |
Qnity Electronics, Inc.
|
15,987 | $1,844,580 |
All Filings in TER
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||