INTECH INVESTMENT MANAGEMENT LLC
Position in AMAT — Applied Materials Inc /De
CIK 1086318
WEST PALM BEACH, FL
Position in AMAT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$42,775,572
+$29,719,195 QoQ
Shares Held
59,164
+54.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#491
of 3,488 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026INTECH INVESTMENT MANAGEMENT LLC holds $189,734,648 across 23 Semiconductor Equipment & Materials names. AMAT ranks #1 (22.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
59,164 | $42,775,572 | |
| 2 | LRCX |
Lam Research Corp
|
77,857 | $33,737,773 | |
| 3 | Q |
Qnity Electronics, Inc.
|
140,707 | $22,978,859 | |
| 4 | TER |
Teradyne, Inc
|
36,478 | $17,649,515 | |
| 5 | KLAC |
Kla Corp
|
56,527 | $17,054,760 | |
| 6 | FORM |
Formfactor Inc
|
68,456 | $10,948,168 | |
| 7 | ONTO |
Onto Innovation Inc.
|
24,455 | $9,254,994 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
88,847 | $7,661,276 |
All Filings in AMAT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,775,572 | 59,164 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $13,056,377 | 38,200 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $4,202,813 | 16,354 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $4,083,333 | 19,944 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,499,494 | 24,578 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,833,511 | 33,307 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $9,305,850 | 57,221 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $6,946,276 | 34,379 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $7,674,158 | 32,519 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $10,918,434 | 52,943 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $38,227,126 | 235,868 | Shares | Sole | 2024-10-18 | |
| 2023-09-30 | $28,163,222 | 203,418 | Shares | Sole | 2024-10-18 | |
| 2023-06-30 | $14,502,420 | 100,335 | Shares | Sole | 2024-10-18 | |
| 2023-03-31 | $48,730,100 | 396,728 | Shares | Sole | 2024-10-18 | |
| 2022-12-31 | $55,591,904 | 570,876 | Shares | Sole | 2024-10-18 | |
| 2022-09-30 | $48,089,550 | 586,959 | Shares | Sole | 2024-10-18 | |
| 2022-06-30 | $56,782,346 | 624,119 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||