Position in AMAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$918,099,381
+$508,915,914 QoQ
Shares Held
1,269,847
+6.1% QoQ
Ownership
0.160%
of shares outstanding
% of Portfolio
2.01%
of 13F equity value
Holder Rank
#73
of 3,488 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026NOMURA ASSET MANAGEMENT CO LTD holds $2,018,057,166 across 14 Semiconductor Equipment & Materials names. AMAT ranks #1 (45.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
1,269,847 | $918,099,381 | |
| 2 | KLAC |
Kla Corp
|
1,560,604 | $470,849,832 | |
| 3 | TER |
Teradyne, Inc
|
600,300 | $290,449,151 | |
| 4 | LRCX |
Lam Research Corp
|
626,419 | $271,446,144 | |
| 5 | FORM |
Formfactor Inc
|
224,980 | $35,981,051 | |
| 6 | Q |
Qnity Electronics, Inc.
|
95,601 | $15,612,598 | |
| 7 | ENTG |
Entegris Inc
|
47,578 | $8,557,379 | |
| 8 | ASML |
Asml Holding NV
|
3,440 | $6,843,673 |
All Filings in AMAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $918,099,381 | 1,269,847 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $409,183,467 | 1,197,178 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $187,254,477 | 728,645 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $106,392,320 | 519,646 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $107,593,165 | 587,716 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $125,792,336 | 866,816 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $170,576,751 | 1,048,864 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $306,844,241 | 1,518,655 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $269,610,078 | 1,142,464 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $207,114,518 | 1,004,289 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $124,780,121 | 769,915 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $94,168,842 | 680,165 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $92,758,109 | 641,747 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $70,173,145 | 571,303 | Shares | Sole | 2025-01-10 | |
| 2022-12-31 | $51,423,454 | 528,070 | Shares | Sole | 2025-01-10 | |
| 2022-09-30 | $41,989,204 | 512,501 | Shares | Sole | 2025-01-10 | |
| 2022-06-30 | $47,140,649 | 518,143 | Shares | Sole | 2025-01-10 | |
| 2022-03-31 | $57,457,155 | 435,942 | Shares | Sole | 2025-01-10 | |
| 2021-12-31 | $59,861,001 | 380,408 | Shares | Sole | 2025-01-10 | |
| 2021-09-30 | $44,871,285 | 348,569 | Shares | Sole | 2025-01-10 | |
| 2021-06-30 | $57,455,978 | 403,483 | Shares | Sole | 2025-01-10 | |
| 2021-03-31 | $54,828,771 | 410,395 | Shares | Sole | 2025-01-10 | |
| 2020-12-31 | $22,558,905 | 261,401 | Shares | Sole | 2025-01-10 | |
| 2020-09-30 | $15,900,853 | 267,466 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $16,644,544 | 275,344 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $13,285,965 | 289,960 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||