GATEWAY INVESTMENT ADVISERS LLC
Position in AMAT — Applied Materials Inc /De
CIK 1114618
CINCINNATI, OH
Position in AMAT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$17,471,295
+$9,936,193 QoQ
Shares Held
24,165
+9.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#734
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, 2026GATEWAY INVESTMENT ADVISERS LLC holds $169,230,897 across 9 Semiconductor Equipment & Materials names. AMAT ranks #3 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
232,236 | $100,634,825 | |
| 2 | TER |
Teradyne, Inc
|
67,527 | $32,672,263 | |
| 3 | AMAT |
Applied Materials Inc /De
This page
|
24,165 | $17,471,295 | |
| 4 | KLAC |
Kla Corp
|
46,946 | $14,164,077 | |
| 5 | ENTG |
Entegris Inc
|
12,948 | $2,328,827 | |
| 6 | AMKR |
Amkor Technology, Inc.
|
8,168 | $704,326 | |
| 7 | ASML |
Asml Holding NV
|
296 | $588,874 | |
| 8 | ONTO |
Onto Innovation Inc.
|
941 | $356,121 |
All Filings in AMAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,471,295 | 24,165 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $7,535,102 | 22,046 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $15,958,565 | 62,098 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $13,059,136 | 63,784 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $10,884,976 | 59,458 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $8,854,206 | 61,013 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $9,787,723 | 60,184 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $12,721,472 | 62,962 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $14,938,874 | 63,303 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $13,393,194 | 64,943 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $12,509,372 | 77,185 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $10,343,461 | 74,709 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $11,009,467 | 76,169 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $9,220,725 | 75,069 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $7,493,293 | 76,949 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $27,431,966 | 334,822 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $30,599,485 | 336,332 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $35,357,458 | 268,266 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $42,640,468 | 270,974 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $31,660,886 | 245,948 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $31,104,859 | 218,433 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $11,638,296 | 87,113 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $7,943,138 | 92,041 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $5,507,626 | 92,643 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $5,629,950 | 93,134 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $4,392,855 | 95,872 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||