SCHRODER INVESTMENT MANAGEMENT GROUP
Position in AMAT — Applied Materials Inc /De
CIK 1086619
London, X0
Position in AMAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$466,325,601
+$245,359,395 QoQ
Shares Held
644,987
-0.2% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#119
of 3,509 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, 2026SCHRODER INVESTMENT MANAGEMENT GROUP holds $2,435,294,660 across 8 Semiconductor Equipment & Materials names. AMAT ranks #3 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
4,210,450 | $1,270,334,867 | |
| 2 | LRCX |
Lam Research Corp
|
1,403,422 | $608,144,853 | |
| 3 | AMAT |
Applied Materials Inc /De
This page
|
644,987 | $466,325,601 | |
| 4 | TER |
Teradyne, Inc
|
168,622 | $81,586,067 | |
| 5 | NVMI |
Nova Ltd.
|
6,236 | $3,385,773 | |
| 6 | Q |
Qnity Electronics, Inc.
|
16,687 | $2,725,152 | |
| 7 | ASML |
Asml Holding NV
|
723 | $1,438,363 | |
| 8 | ENTG |
Entegris Inc
|
7,528 | $1,353,984 |
All Filings in AMAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $466,325,601 | 644,987 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $220,966,206 | 646,497 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $155,104,512 | 603,543 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $87,213,709 | 425,973 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $83,944,914 | 458,540 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $66,404,734 | 457,585 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $82,540,739 | 507,537 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $111,008,692 | 549,412 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $145,025,529 | 614,541 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $115,530,249 | 560,201 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $100,919,366 | 622,690 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $79,773,364 | 576,189 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $64,189,054 | 444,092 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $42,621,762 | 346,998 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $34,157,688 | 350,767 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $30,755,863 | 375,392 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $38,739,918 | 425,807 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $53,477,585 | 405,748 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $46,912,319 | 298,121 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $46,747,655 | 363,145 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $63,478,216 | 445,774 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $32,354,445 | 242,174 | Shares | Sole | 2021-05-28 | |
| 2020-12-31 | $25,794,033 | 298,888 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $21,864,044 | 367,772 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $33,752,860 | 558,360 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $22,066,177 | 481,584 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||