LOS ANGELES CAPITAL MANAGEMENT LLC

Position in AMAT — Applied Materials Inc /De

CIK 1177206 LOS ANGELES, CA

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Position in AMAT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$189,681,942

+$59,307,514 QoQ

Shares Held

262,354

-31.2% QoQ

Ownership

0.033%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#224

of 3,488 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 55% Shared 0% None 45%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

LOS ANGELES CAPITAL MANAGEMENT LLC holds $812,248,701 across 22 Semiconductor Equipment & Materials names. AMAT ranks #2 (23.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	687,728	$298,013,174
2	AMAT	Applied Materials Inc /De This page	262,354	$189,681,942
3	KLAC	Kla Corp	499,400	$150,673,974
4	Q	Qnity Electronics, Inc.	442,441	$72,255,039
5	TER	Teradyne, Inc	76,835	$37,175,846
6	FORM	Formfactor Inc	147,480	$23,586,476
7	KLIC	Kulicke & Soffa Industries Inc	107,492	$14,378,129
8	ENTG	Entegris Inc	34,542	$6,212,724

All Filings in AMAT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$189,681,942	262,354	-31.2%	Shares	Sole	2026-08-13
2026-03-31	$130,374,428	381,446	+3004.2%	Shares	Sole	2026-05-08
2025-12-31	$3,157,893	12,288	+218.2%	Shares	Sole	2026-02-11
2025-09-30	$790,705	3,862	-33.9%	Shares	Sole	2025-10-20
2025-06-30	$1,069,861	5,844	-28.8%	Shares	Sole	2025-08-07
2025-03-31	$1,191,580	8,211	-90.9%	Shares	Sole	2025-05-05
2024-12-31	$14,706,793	90,431	-86.4%	Shares	Sole	2025-02-04
2024-09-30	$134,113,718	663,765	-29.6%	Shares	Sole	2024-11-04
2024-06-30	$222,497,507	942,826	-7.0%	Shares	Sole	2024-08-05
2024-03-31	$209,098,865	1,013,911	+13.6%	Shares	Sole	2024-04-05
2023-12-31	$144,695,609	892,797	+3.9%	Shares	Sole	2024-02-06
2023-09-30	$118,911,243	858,875	-1.6%	Shares	Sole	2023-11-06
2023-06-30	$126,128,205	872,618	+5.9%	Shares	Sole	2023-08-03
2023-03-31	$101,233,046	824,172	+32.1%	Shares	Sole	2023-05-04
2022-12-31	$60,743,599	623,779	-21.1%	Shares	Sole	2023-02-06
2022-09-30	$64,785,164	790,738	-1.0%	Shares	Sole	2022-11-02
2022-06-30	$72,636,703	798,381	-10.2%	Shares	Sole	2022-08-05
2022-03-31	$117,210,662	889,307	+1.2%	Shares	Sole	2022-05-06
2021-12-31	$138,221,876	878,380	-21.5%	Shares	Sole	2022-02-03
2021-09-30	$144,071,912	1,119,179	-0.4%	Shares	Sole	2021-11-08
2021-06-30	$160,061,017	1,124,024	-27.1%	Shares	Sole	2021-08-05
2021-03-31	$206,028,300	1,542,128	-42.3%	Shares	Sole	2021-05-05
2020-12-31	$230,608,357	2,672,171	+39.4%	Shares	Sole	2021-03-10
2020-09-30	$113,943,296	1,916,624	+350.3%	Shares	Sole	2020-11-02
2020-06-30	$25,730,421	425,648	+61.2%	Shares	Sole	2020-08-05
2020-03-31	$12,098,083	264,035	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.