Position in AMAT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$267,713,886
+$151,559,631 QoQ
Shares Held
370,282
+9.0% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#181
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, 2026Asset Management One Co., Ltd. holds $809,846,842 across 8 Semiconductor Equipment & Materials names. AMAT ranks #2 (33.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
630,534 | $273,229,298 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
370,282 | $267,713,886 | |
| 3 | KLAC |
Kla Corp
|
698,179 | $210,647,586 | |
| 4 | TER |
Teradyne, Inc
|
67,867 | $32,836,769 | |
| 5 | Q |
Qnity Electronics, Inc.
|
89,920 | $14,684,835 | |
| 6 | ENTG |
Entegris Inc
|
57,534 | $10,348,065 | |
| 7 | IPGP |
Ipg Photonics Corp
|
2,734 | $320,752 | |
| 8 | ASML |
Asml Holding NV
|
33 | $65,651 |
All Filings in AMAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,713,886 | 370,282 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $116,154,255 | 339,841 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $87,983,867 | 342,363 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $70,666,420 | 345,152 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $65,087,060 | 355,531 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $49,695,763 | 342,446 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $54,127,492 | 332,826 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $67,947,394 | 336,290 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $82,958,744 | 351,535 | Shares | Defined | 2024-07-18 | |
| 2024-03-31 | $74,695,062 | 362,193 | Shares | Defined | 2024-05-02 | |
| 2023-12-31 | $63,377,311 | 391,049 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $53,032,026 | 383,041 | Shares | Defined | 2023-10-19 | |
| 2023-06-30 | $55,261,255 | 382,325 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $45,193,210 | 367,933 | Shares | Defined | 2023-04-25 | |
| 2022-12-31 | $34,272,111 | 351,942 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $29,756,238 | 363,191 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $34,098,394 | 374,790 | Shares | Defined | 2022-07-29 | |
| 2022-03-31 | $51,718,847 | 392,404 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $65,577,576 | 416,736 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $55,513,010 | 431,236 | Shares | Defined | 2021-11-02 | |
| 2021-06-30 | $65,167,224 | 457,635 | Shares | Defined | 2021-08-03 | |
| 2021-03-31 | $64,278,166 | 481,124 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $43,294,207 | 501,671 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $30,086,991 | 506,089 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $32,156,619 | 531,954 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $22,902,393 | 499,834 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||