AGF MANAGEMENT LTD

Position in AMAT — Applied Materials Inc /De

CIK 1003518 TORONTO, A6

Position in AMAT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$616,154,337

+$319,082,774 QoQ

Shares Held

852,219

-1.9% QoQ

Ownership

0.107%

of shares outstanding

% of Portfolio

2.70%

of 13F equity value

Holder Rank

#100

of 3,487 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

AGF MANAGEMENT LTD holds $959,363,961 across 5 Semiconductor Equipment & Materials names. AMAT ranks #1 (64.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	852,219	$616,154,337
2	LRCX	Lam Research Corp	667,135	$289,089,609
3	TER	Teradyne, Inc	66,326	$32,091,171
4	AMKR	Amkor Technology, Inc.	240,001	$20,695,286
5	KLAC	Kla Corp	4,420	$1,333,558

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$616,154,337	852,219	-1.9%	Shares	Sole	2026-08-10
2026-03-31	$297,071,563	869,164	+2.8%	Shares	Sole	2026-05-07
2025-12-31	$217,226,194	845,271	+4325.7%	Shares	Sole	2026-02-17
2025-09-30	$3,910,329	19,099	+137.6%	Shares	Sole	2025-11-04
2025-06-30	$1,471,699	8,039	-7.6%	Shares	Sole	2025-08-06
2025-03-31	$1,262,689	8,701	-32.8%	Shares	Sole	2025-05-12
2024-12-31	$2,107,196	12,957	+22.9%	Shares	Sole	2025-02-07
2024-09-30	$2,131,021	10,547	+95.9%	Shares	Sole	2024-11-12
2024-06-30	$1,270,334	5,383	+191.1%	Shares	Sole	2024-08-07
2024-03-31	$381,319	1,849	—	Shares	Sole	2024-05-13
No filing history on record for this holder in this stock.