Position in AMAT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$634,185,234
+$258,305,442 QoQ
Shares Held
877,158
-20.2% QoQ
Ownership
0.111%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#97
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, 2026TD Asset Management Inc holds $2,906,507,147 across 18 Semiconductor Equipment & Materials names. AMAT ranks #3 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
2,721,682 | $1,179,386,461 | |
| 2 | KLAC |
Kla Corp
|
2,903,019 | $875,869,862 | |
| 3 | AMAT |
Applied Materials Inc /De
This page
|
877,158 | $634,185,234 | |
| 4 | TER |
Teradyne, Inc
|
244,228 | $118,167,275 | |
| 5 | ENTG |
Entegris Inc
|
269,479 | $48,468,492 | |
| 6 | Q |
Qnity Electronics, Inc.
|
135,308 | $22,097,149 | |
| 7 | NVMI |
Nova Ltd.
|
14,726 | $7,995,334 | |
| 8 | ASML |
Asml Holding NV
|
3,390 | $6,744,201 |
All Filings in AMAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $634,185,234 | 877,158 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $375,879,792 | 1,099,739 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $312,345,131 | 1,215,398 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $306,179,251 | 1,495,454 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $280,272,297 | 1,530,957 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $220,283,887 | 1,517,943 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $250,245,773 | 1,538,743 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $308,141,605 | 1,525,076 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $353,912,078 | 1,499,691 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $314,785,140 | 1,526,379 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $214,362,857 | 1,322,656 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $114,658,752 | 828,160 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $124,884,439 | 864,013 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $114,270,468 | 930,314 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $89,354,037 | 917,581 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $71,385,199 | 871,295 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $71,702,793 | 788,116 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $111,835,463 | 848,524 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $142,153,673 | 903,366 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $127,443,600 | 990,007 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $142,186,256 | 998,499 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $186,044,947 | 1,392,552 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $130,235,847 | 1,509,106 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $60,515,106 | 1,017,916 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $76,294,911 | 1,262,116 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $94,195,610 | 2,055,775 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||