Position in AMAT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$489,704,529
+$256,919,563 QoQ
Shares Held
677,323
-0.6% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#115
of 3,497 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026LSV ASSET MANAGEMENT holds $653,344,655 across 7 Semiconductor Equipment & Materials names. AMAT ranks #1 (75.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
677,323 | $489,704,529 | |
| 2 | AMKR |
Amkor Technology, Inc.
|
844,200 | $72,795,366 | |
| 3 | PLAB |
Photronics Inc
|
2,185,268 | $71,086,768 | |
| 4 | LRCX |
Lam Research Corp
|
29,905 | $12,958,733 | |
| 5 | ACLS |
Axcelis Technologies Inc
|
24,600 | $4,660,470 | |
| 6 | ACMR |
ACM Research, Inc.
|
12,100 | $1,535,369 | |
| 7 | KLAC |
Kla Corp
|
2,000 | $603,420 |
All Filings in AMAT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $489,704,529 | 677,323 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $232,784,966 | 681,076 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $271,539,745 | 1,056,616 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $341,200,438 | 1,666,506 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $302,201,337 | 1,650,742 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $156,225,453 | 1,076,526 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $220,813,809 | 1,357,768 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $298,294,497 | 1,476,340 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $363,830,502 | 1,541,720 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $336,849,895 | 1,633,370 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $290,869,460 | 1,794,715 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $218,851,791 | 1,580,728 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $258,214,928 | 1,786,460 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $229,482,429 | 1,868,293 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $195,495,121 | 2,007,549 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $198,221,523 | 2,419,401 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $240,627,634 | 2,644,841 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $376,264,353 | 2,854,813 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $466,187,654 | 2,962,555 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $408,003,942 | 3,169,455 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $505,665,817 | 3,551,024 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $606,585,416 | 4,540,310 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $453,683,587 | 5,257,052 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $399,404,896 | 6,718,333 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $399,007,418 | 6,600,619 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $262,709,061 | 5,733,502 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||