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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 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
21
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 2 listed it in both
Shares listed
4,387,280
combined, among listed positions
Reported value
$177m
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 12 buyers (opened or added shares) and 16 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -1,081,406.

Managers listing PLAB in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

21 of 21 holders

ActionFiling
Invesco Ltd1,427,518$58munder 0.1%Trimmed-108,85612 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc902,943$36munder 0.1%Trimmed-14,47715 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd823,488$33munder 0.1%Added+202,04018 May 2026 (the filing on sec.gov)
AQR Capital Management LLC486,354$20munder 0.1%Added+94,86715 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.191,800$7.8munder 0.1%Added+4,49615 May 2026 (the filing on sec.gov)
MFS Investment Management82,568$3.3munder 0.1%Trimmed-2,19714 May 2026 (the filing on sec.gov)
Two Sigma Investments LP77,537$3.1munder 0.1%Trimmed-60015 May 2026 (the filing on sec.gov)
Man Group PLC74,175$3.0munder 0.1%Added+13,43615 May 2026 (the filing on sec.gov)
Holocene Advisors LP49,450$2.0munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
AllianceBernstein LP57,789$1.8munder 0.1%Trimmed-39,51615 May 2026 (the filing on sec.gov)
Winton Group Ltd43,749$1.8m0.06%Added+4,72112 May 2026 (the filing on sec.gov)
Point72 Asset Management LP43,673$1.8munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP24,848$1.0munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Caxton Associates LLP23,356$944kunder 0.1%Trimmed-25,12414 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC18,302$740kunder 0.1%Trimmed-101,44614 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)15,574$629kunder 0.1%Added+51415 May 2026 (the filing on sec.gov)
Marshall Wace LLP14,843$600kunder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Citadel Advisors LLC9,056$366kunder 0.1%Trimmed-434,85815 May 2026 (the filing on sec.gov)
Acadian Asset Management LLC8,000$322kunder 0.1%Newnew13 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC6,615$267kunder 0.1%Newnew27 Oct 2026 (the filing on sec.gov)
Millennium Management LLC5,642$228kunder 0.1%Trimmed-108,15615 May 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, 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 (6)

Exited (7)

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 →