KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

Position in AMAT — Applied Materials Inc /De

CIK 1021223 LOS ANGELES, CA

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Position in AMAT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$40,464,141

+$20,387,739 QoQ

Shares Held

55,967

-4.7% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#503

of 3,488 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 68% Shared 30% None 2%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC holds $176,941,939 across 8 Semiconductor Equipment & Materials names. AMAT ranks #2 (22.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	327,173	$98,711,365
2	AMAT	Applied Materials Inc /De This page	55,967	$40,464,141
3	LRCX	Lam Research Corp	42,247	$18,306,892
4	ASML	Asml Holding NV	4,936	$9,819,875
5	TER	Teradyne, Inc	19,895	$9,625,996
6	Q	Qnity Electronics, Inc.	59	$9,635
7	AMKR	Amkor Technology, Inc.	40	$3,449
8	IPGP	Ipg Photonics Corp	5	$586

All Filings in AMAT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$40,464,141	55,967	-4.7%	Shares	Defined	2026-08-13
2026-03-31	$20,076,402	58,739	-7.4%	Shares	Defined	2026-05-14
2025-12-31	$16,303,702	63,441	+5.4%	Shares	Defined	2026-02-13
2025-09-30	$12,323,300	60,190	+37.0%	Shares	Defined	2025-11-13
2025-06-30	$8,040,983	43,923	+9.7%	Shares	Sole	2025-08-13
2025-03-31	$5,808,137	40,023	+101.4%	Shares	Sole	2025-05-14
2024-12-31	$3,231,945	19,873	+2477.6%	Shares	Sole	2025-02-21
2024-09-30	$155,780	771	-15.0%	Shares	Sole	2024-11-13
2024-06-30	$214,042	907	+1.6%	Shares	Sole	2024-08-13
2024-03-31	$184,163	893	+4.4%	Shares	Sole	2024-05-14
2023-12-31	$138,569	855	+0.1%	Shares	Sole	2024-02-13
2023-09-30	$118,236	854	+0.1%	Shares	Sole	2023-11-13
2023-06-30	$123,292	853	+3.5%	Shares	Sole	2023-08-11
2023-03-31	$101,211	824	+0.1%	Shares	Sole	2023-05-16
2022-12-31	$80,143	823	-10.7%	Shares	Sole	2023-02-14
2022-09-30	$75,539	922	+3.7%	Shares	Sole	2022-11-16
2022-06-30	$80,881	889	+59.3%	Shares	Sole	2022-08-12
2022-03-31	$73,544	558	-3.1%	Shares	Sole	2022-05-16
2021-12-31	$90,639	576	+3.6%	Shares	Sole	2022-02-14
2021-09-30	$71,573	556	+0.2%	Shares	Sole	2021-11-12
2021-06-30	$79,032	555	+22.0%	Shares	Sole	2021-08-13
2021-03-31	$60,788	455	+1367.7%	Shares	Sole	2021-05-17
2020-12-31	$2,675	31	+106.7%	Shares	Sole	2021-02-12
2020-09-30	$891	15	-86.5%	Shares	Sole	2020-11-16
2020-06-30	$6,709	111	0.0%	Shares	Sole	2020-08-14
2020-03-31	$5,086	111	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.