AVIVA PLC

Position in AMAT — Applied Materials Inc /De

CIK 1140022 LONDON, X0

Back to AMAT Full portfolio

Position in AMAT

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$244,143,673

+$65,345,451 QoQ

Shares Held

714,309

+2.7% QoQ

Ownership

0.090%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Mar 31, 2026

AVIVA PLC holds $567,511,301 across 11 Semiconductor Equipment & Materials names. AMAT ranks #1 (43.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	714,309	$244,143,673
2	LRCX	Lam Research Corp	1,116,324	$238,513,785
3	TER	Teradyne, Inc	104,366	$30,940,344
4	Q	Qnity Electronics, Inc.	179,717	$20,735,747
5	KLAC	Kla Corp	114,456	$16,852,615
6	ENTG	Entegris Inc	63,634	$7,460,450
7	DQ	Daqo New Energy Corp.	339,144	$7,213,592
8	ACLS	Axcelis Technologies Inc	5,308	$494,068

All Filings in AMAT

Export CSV

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$244,143,673	714,309	+2.7%	Shares	Defined	2026-05-14
2025-12-31	$178,798,222	695,740	+5.4%	Shares	Defined	2026-02-12
2025-09-30	$135,150,511	660,108	+7.4%	Shares	Defined	2025-11-13
2025-06-30	$112,547,408	614,778	-0.6%	Shares	Defined	2025-08-07
2025-03-31	$89,780,809	618,666	+16.2%	Shares	Defined	2025-05-15
2024-12-31	$86,618,526	532,611	-1.8%	Shares	Defined	2025-02-13
2024-09-30	$109,579,999	542,341	+2.4%	Shares	Defined	2024-11-14
2024-06-30	$124,966,616	529,542	+23.2%	Shares	Defined	2024-08-02
2024-03-31	$88,626,105	429,744	+4.4%	Shares	Defined	2024-05-14
2023-12-31	$66,688,077	411,477	+43.4%	Shares	Defined	2024-02-09
2023-09-30	$39,716,043	286,862	-3.5%	Shares	Defined	2023-11-13
2023-06-30	$42,950,350	297,152	+7.4%	Shares	Defined	2023-08-10
2023-03-31	$33,974,532	276,598	-18.7%	Shares	Defined	2023-05-12
2022-12-31	$33,140,653	340,323	+4.8%	Shares	Defined	2023-02-14
2022-09-30	$26,603,654	324,712	+6.6%	Shares	Defined	2022-11-14
2022-06-30	$27,714,327	304,620	+15.8%	Shares	Defined	2022-08-04
2022-03-31	$34,661,423	262,985	-7.7%	Shares	Defined	2022-05-13
2021-12-31	$44,829,975	284,888	+1.7%	Shares	Defined	2022-02-10
2021-09-30	$36,066,670	280,173	-12.6%	Shares	Defined	2021-11-12
2021-06-30	$45,651,019	320,583	+4.7%	Shares	Defined	2021-08-10
2021-03-31	$40,918,473	306,276	-0.2%	Shares	Defined	2021-05-13
2020-12-31	$26,494,531	307,005	+3.8%	Shares	Defined	2021-02-10
2020-09-30	$17,591,136	295,898	-3.1%	Shares	Defined	2020-11-12
2020-06-30	$18,466,507	305,484	-5.8%	Shares	Defined	2020-08-13
2020-03-31	$14,857,135	324,250	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.