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PLAB in the 13F filings

Photronics Inc · CUSIP 719405102

Sector · SemiconductorsTheme · AI infrastructure and semiconductors· L3VLUP-definedTheme · Semiconductors
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Dec 2023
the date the book describes
Filed
14 Feb 2024
latest of these filings; the earliest 12 Feb 2024
Managers listing it
5
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2023 and Q4 2023; 3 listed it in both
Shares listed
912,489
combined, among listed positions
Reported value
$29m
combined, at the quarter end

Among the 93 comparable managers: 1 buyer (opened or added shares) and 4 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing PLAB in Q4 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

5 of 5 holders

ActionFiling
Arrowstreet Capital LP484,815$15munder 0.1%Trimmed-180,46314 Feb 2024 (the filing on sec.gov)
Two Sigma Advisers LP358,298$11munder 0.1%Trimmedn.a.14 Feb 2024 (the filing on sec.gov)
Quantbot Technologies LP33,229$1.0m0.06%Newnew14 Feb 2024 (the filing on sec.gov)
PDT Partners LLC21,044$660k0.07%Trimmed-11,96314 Feb 2024 (the filing on sec.gov)
Winton Group Ltd15,103$474kunder 0.1%Trimmed-4,49612 Feb 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2023 to Q4 2023, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (1)

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
2 in Q3 2024 to 1 in Q2 2026

Tracked managers listing it, at least.

024620142015201620172020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
PLAB by quarter
QuarterHoldersReported valueBuyersSellers
Q3 20131$15mn.a.n.a.
Q4 20131$14mn.a.n.a.
Q1 20141$9.9mn.a.n.a.
Q2 20142$17mn.a.n.a.
Q3 20142$14mn.a.n.a.
Q4 20142$13mn.a.n.a.
Q1 20151$7.5mn.a.n.a.
Q2 20151$3.9mn.a.n.a.
Q4 20152$38mn.a.n.a.
Q1 20163$43mn.a.n.a.
Q2 20161$2.4mn.a.n.a.
Q1 20171$8.0mn.a.n.a.
Q3 20171$629kn.a.n.a.
Q4 20182$1.2mn.a.n.a.
Q2 20191$124kn.a.n.a.
Q3 20193$10mn.a.n.a.
Q4 20192$20mn.a.n.a.
Q1 20201$7.0mn.a.n.a.
Q2 20202$5.3mn.a.n.a.
Q3 20201$5.6mn.a.n.a.
Q4 20201$981kn.a.n.a.
Q1 20211$1.4mn.a.n.a.
Q2 20212$2.0mn.a.n.a.
Q3 20212$2.0mn.a.n.a.
Q4 20211$1.7mn.a.n.a.
Q1 20222$12mn.a.n.a.
Q2 20222$30mn.a.n.a.
Q3 20221$13mn.a.n.a.
Q4 20221$13mn.a.n.a.
Q1 20231$14mn.a.n.a.
Q2 20233$35mn.a.n.a.
Q3 20233$15mn.a.n.a.
Q4 20235$29m14
Q1 20243$1.7m22
Q2 20242$1.2m20
Q3 20242$1.5m11
Q4 20241$582k01
Q1 20252$1.8m20
Q2 20251$1.2m10
Q3 20252$2.3m11
Q4 20252$2.8m1213
Q1 20263$36m1216
Q2 20261$1.2m1015

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

PLAB and NVDA →PLAB and AVGO →PLAB and MU →Choose a stock to compare with PLAB →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own PLAB, latest filings →Back to the 13F Explorer →