Position in AMAT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$279,041,850
+$146,511,411 QoQ
Shares Held
385,950
-0.5% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#174
of 3,488 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026CIBC Asset Management Inc holds $827,044,285 across 17 Semiconductor Equipment & Materials names. AMAT ranks #1 (33.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
385,950 | $279,041,850 | |
| 2 | LRCX |
Lam Research Corp
|
616,415 | $267,111,111 | |
| 3 | KLAC |
Kla Corp
|
566,014 | $170,772,083 | |
| 4 | ASML |
Asml Holding NV
|
32,736 | $65,126,304 | |
| 5 | TER |
Teradyne, Inc
|
64,023 | $30,976,888 | |
| 6 | Q |
Qnity Electronics, Inc.
|
50,666 | $8,274,264 | |
| 7 | ENTG |
Entegris Inc
|
7,169 | $1,289,416 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
7,737 | $667,161 |
All Filings in AMAT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,041,850 | 385,950 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $132,530,439 | 387,754 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $87,275,088 | 339,605 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $71,446,275 | 348,961 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $64,325,488 | 351,371 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $64,549,811 | 444,803 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $60,806,218 | 373,893 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $53,257,551 | 263,586 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $59,609,894 | 252,595 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $52,648,456 | 255,290 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $39,206,677 | 241,912 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $33,589,216 | 242,609 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $32,316,397 | 223,581 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $27,801,956 | 226,345 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $29,396,490 | 301,874 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $25,183,397 | 307,377 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $19,754,305 | 217,128 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $25,177,095 | 191,025 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $29,594,065 | 188,066 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $22,358,984 | 173,689 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $24,337,299 | 170,908 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $22,508,527 | 168,477 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $13,666,554 | 158,361 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $8,685,942 | 146,105 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $8,316,711 | 137,580 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $6,307,443 | 137,657 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||