JAG CAPITAL MANAGEMENT, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1080374 ST LOUIS, MO

Position in AMAT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$38,227,902

+$14,555,185 QoQ

Shares Held

52,874

-23.7% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

3.63%

of 13F equity value

Holder Rank

#520

of 3,488 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

JAG CAPITAL MANAGEMENT, LLC holds $64,341,806 across 4 Semiconductor Equipment & Materials names. AMAT ranks #1 (59.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	52,874	$38,227,902
2	ASML	Asml Holding NV	12,342	$24,553,667
3	TER	Teradyne, Inc	1,877	$908,167
4	NVMI	Nova Ltd.	1,201	$652,070

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$38,227,902	52,874	-23.7%	Shares	Sole	2026-07-29
2026-03-31	$23,672,717	69,261	+210.1%	Shares	Sole	2026-05-06
2025-12-31	$5,739,357	22,333	-0.2%	Shares	Sole	2026-02-06
2025-09-30	$4,580,852	22,374	-2.7%	Shares	Sole	2025-11-10
2025-06-30	$4,208,779	22,990	-33.4%	Shares	Sole	2025-07-28
2025-03-31	$5,008,236	34,511	+37.8%	Shares	Sole	2025-04-24
2024-12-31	$4,072,417	25,041	+0.8%	Shares	Sole	2025-02-06
2024-09-30	$5,021,548	24,853	+1.9%	Shares	Sole	2024-11-04
2024-06-30	$5,752,964	24,378	-11.5%	Shares	Sole	2024-07-30
2024-03-31	$5,679,780	27,541	-12.9%	Shares	Sole	2024-05-01
2023-12-31	$5,123,680	31,614	+0.4%	Shares	Sole	2024-02-08
2023-09-30	$4,361,036	31,499	-5.3%	Shares	Sole	2023-11-15
2022-09-30	$2,724,909	33,259	+0.0%	Shares	Sole	2022-11-14
2022-06-30	$3,025,630	33,256	-8.6%	Shares	Sole	2022-08-01
2022-03-31	$4,793,434	36,369	-1.4%	Shares	Sole	2022-05-11
2021-12-31	$5,802,335	36,873	-3.3%	Shares	Sole	2022-02-14
2021-06-30	$5,427,576	38,115	+1.3%	Shares	Sole	2021-07-23
2021-03-31	$5,029,238	37,644	-0.2%	Shares	Sole	2021-04-23
2020-12-31	$3,256,444	37,734	+0.8%	Shares	Sole	2021-02-01
2020-09-30	$2,224,856	37,424	-88.5%	Shares	Sole	2020-10-21
2020-06-30	$19,742,425	326,591	-0.6%	Shares	Sole	2020-07-23
2020-03-31	$15,054,389	328,555	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.