OREGON PUBLIC EMPLOYEES RETIREMENT FUND
PensionPosition in AMAT — Applied Materials Inc /De
CIK 1107314
TIGARD, OR
Position in AMAT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$70,540,218
+$39,469,457 QoQ
Shares Held
97,566
+7.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#388
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, 2026OREGON PUBLIC EMPLOYEES RETIREMENT FUND holds $223,379,132 across 18 Semiconductor Equipment & Materials names. AMAT ranks #1 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
97,566 | $70,540,218 | |
| 2 | LRCX |
Lam Research Corp
|
153,766 | $66,631,420 | |
| 3 | KLAC |
Kla Corp
|
160,540 | $48,436,523 | |
| 4 | TER |
Teradyne, Inc
|
19,309 | $9,342,466 | |
| 5 | ENTG |
Entegris Inc
|
31,523 | $5,669,726 | |
| 6 | Q |
Qnity Electronics, Inc.
|
25,749 | $4,205,069 | |
| 7 | ONTO |
Onto Innovation Inc.
|
10,326 | $3,907,874 | |
| 8 | FORM |
Formfactor Inc
|
17,701 | $2,830,920 |
All Filings in AMAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,540,218 | 97,566 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $31,070,761 | 90,906 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $23,432,348 | 91,180 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $18,785,918 | 91,755 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $12,854,443 | 70,216 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $10,131,697 | 69,816 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $11,488,020 | 70,639 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $14,321,708 | 70,882 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $16,844,258 | 71,377 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $14,678,832 | 71,177 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $35,829,301 | 221,073 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $35,054,986 | 253,196 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $48,078,629 | 332,632 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $40,142,195 | 326,811 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $33,617,620 | 345,221 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $28,117,474 | 343,189 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $32,374,050 | 355,837 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $67,008,701 | 508,412 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $83,545,413 | 530,919 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $93,689,822 | 727,801 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $103,895,040 | 729,600 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $62,190,399 | 465,497 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $39,456,360 | 457,200 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $26,734,367 | 449,695 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $28,903,321 | 478,136 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $28,785,773 | 628,236 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||