13FPulse
AM

AMKR AMKOR TECHNOLOGY INC

2026Q2 · CUSIP 031652100 · Foundry & OSAT · Sector: Semiconductors

Piling in

Net holder growth ranks near the top of the market

Funds that own it
631
Institutions that reported holding it to the SEC
Net increase in holders
+102
Last quarter 529 → now 631
How unusual is that
Top 5%
Stronger buying than 98% of US stocks
What the filings say, in one paragraph

631 funds held AMKR at the end of 2026Q2, up 102 from the quarter before. That is stronger buying than 98.2% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $7.1B(YoY +12.7%), the P/E is 27.1x, return on equity is 9.6%. AMKR has had 18 buying rushes in its history, and the price moved +6.2% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Semiconductors sector, tagged Foundry & OSAT.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=122 2013Q4: holders=134 2014Q1: holders=133 2014Q2: holders=178 2014Q3: holders=187 2014Q4: holders=168 2015Q1: holders=183 2015Q2: holders=155 2015Q3: holders=140 2015Q4: holders=148 2016Q1: holders=127 2016Q2: holders=136 2016Q3: holders=160 2016Q4: holders=182 2017Q1: holders=166 2017Q2: holders=158 2017Q3: holders=152 2017Q4: holders=175 2018Q1: holders=166 2018Q2: holders=148 2018Q3: holders=162 2018Q4: holders=172 2019Q1: holders=172 2019Q2: holders=160 2019Q3: holders=174 2019Q4: holders=193 2020Q1: holders=200 2020Q2: holders=205 2020Q3: holders=211 2020Q4: holders=227 2021Q1: holders=253 2021Q2: holders=254 2021Q3: holders=266 2021Q4: holders=271 2022Q1: holders=278 2022Q2: holders=263 2022Q3: holders=274 2022Q4: holders=293 2023Q1: holders=291 2023Q2: holders=299 2023Q3: holders=303 2023Q4: holders=316 2024Q1: holders=335 2024Q2: holders=396 2024Q3: holders=358 2024Q4: holders=334 2025Q1: holders=348 2025Q2: holders=346 2025Q3: holders=383 2025Q4: holders=454 2026Q1: holders=529 2026Q2: holders=631 -102 -51 +0 +51 +102 109386663 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 18 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5%
2026Q1 Top 5%
2025Q4 Top 10% +42.0%
2025Q3 Top 10% +56.8% +122.6%
2025Q1 Top 20% +23.8% +61.6%
2024Q2 Top 5% -19.9% -28.8%
2024Q1 Top 20% +1.4% -22.5%
2022Q3 Top 20% -4.9% -17.9%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
234
Change in large funds
+27
Total value they hold
$9.9B
Funds buying for the first time
167
Funds that sold out entirely
65
Price change that quarter
-28.5%
Funds holding puts (bearish)
19
Funds holding calls (bullish)
17

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
27.1
EPS (TTM)
$1.74
EPS YoY
+35.9%
Revenue (TTM)
$7.1B
Revenue YoY
+12.7%
Net margin
6.2%
ROE
9.6%
Debt ratio
44.9%
FCF (TTM)
$167M
Dividend (TTM)
$0.33
Quarterly Revenue & EPS
2022-06-30: EPS 0.51 2022-09-30: EPS 1.24 2022-12-31: EPS 0.67 2023-03-31: EPS 0.18 2023-06-30: EPS 0.26 2023-09-30: EPS 0.54 2023-12-31: EPS 0.48 2024-03-31: EPS 0.24 2024-06-30: EPS 0.27 2024-09-30: EPS 0.49 2024-12-31: EPS 0.43 2025-03-31: EPS 0.09 2025-06-30: EPS 0.22 2025-09-30: EPS 0.51 2025-12-31: EPS 0.68 2026-03-31: EPS 0.33 0B 1.0B 2.1B $B 0.00 0.68 1.36 20162017201820192020202120222023202420252026 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 19 7 25 42 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-152M92M336M 20162017201820192020202120222023202420252026
Latest quarter $-80M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-03-31 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.