Skip to main content
Equibles

New York Life Investment Management LLC

Position in AMAT — Applied Materials Inc /De

CIK 1133639 New York, NY
Back to AMAT Full portfolio

Position in AMAT

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$94,518,513
+$51,103,664 QoQ
Shares Held
130,731
+2.9% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#331
of 3,506 holders
Holding Since
Jun 2022
17 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, 2026

New York Life Investment Management LLC holds $264,740,563 across 8 Semiconductor Equipment & Materials names. AMAT ranks #1 (35.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMAT
Applied Materials Inc /De
This page 		130,731 $94,518,513
2 LRCX
Lam Research Corp
 205,583 $89,085,281
3 KLAC
Kla Corp
 196,164 $59,184,640
4 TER
Teradyne, Inc
 23,293 $11,270,085
5 Q
Qnity Electronics, Inc.
 31,267 $5,106,213
6 ONTO
Onto Innovation Inc.
 6,732 $2,547,725
7 FORM
Formfactor Inc
 9,823 $1,570,992
8 AMKR
Amkor Technology, Inc.
 16,898 $1,457,114

All Filings in AMAT

Export CSV
17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $94,518,513 130,731
2026-03-31 $43,414,849 127,022
2025-12-31 $30,379,044 118,211
2025-09-30 $24,077,014 117,598
2025-06-30 $22,350,100 122,085
2025-03-31 $17,510,904 120,665
2024-12-31 $19,989,503 122,914
2024-09-30 $24,857,605 123,027
2024-06-30 $30,029,962 127,251
2024-03-31 $26,027,462 126,206
2023-12-31 $21,275,090 131,271
2023-09-30 $18,130,580 130,954
2023-06-30 $19,188,552 132,756
2023-03-31 $16,320,544 132,871
2022-12-31 $13,193,821 135,488
2022-09-30 $11,232,930 137,104
2022-06-30 $12,725,099 139,867