CREDIT AGRICOLE S A

Position in AMAT — Applied Materials Inc /De

CIK 1191672 Montrouge Cedex, I0

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Position in AMAT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$301,886,014

+$32,219,214 QoQ

Shares Held

883,250

-15.8% QoQ

Ownership

0.111%

of shares outstanding

% of Portfolio

1.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Derivatives in AMAT

reported options exposure · as of Mar 31, 2026

CallValue

CallShares

PutValue

$8,544,750

PutShares

25,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Semiconductor Equipment & Materials

Technology · as of Mar 31, 2026

CREDIT AGRICOLE S A holds $452,752,049 across 14 Semiconductor Equipment & Materials names. AMAT ranks #1 (66.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	883,250	$301,886,014
2	LRCX	Lam Research Corp	444,556	$94,983,832
3	ONTO	Onto Innovation Inc.	54,391	$11,153,962
4	ASML	Asml Holding NV	5,548	$7,327,963
5	Q	Qnity Electronics, Inc.	61,399	$7,084,215
6	AMKR	Amkor Technology, Inc.	151,468	$6,820,604
7	KLAC	Kla Corp	40,507	$5,964,289
8	NVMI	Nova Ltd.	12,042	$5,229,599

All Filings in AMAT

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39 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$301,886,014	883,250	+3433.0%	Shares	Defined	2026-05-15
2026-03-31	$8,544,750	25,000	-97.6%	Put	Defined	2026-05-15
2025-12-31	$269,666,800	1,049,328	+10393.3%	Shares	Defined	2026-02-17
2025-12-31	$2,569,900	10,000	-98.3%	Put	Defined	2026-02-17
2025-09-30	$122,141,739	596,570	+46.0%	Shares	Defined	2025-11-14
2025-03-31	$59,315,475	408,734	-3.3%	Shares	Defined	2025-05-14
2024-12-31	$68,726,459	422,594	-32.9%	Shares	Defined	2025-02-14
2024-09-30	$127,336,555	630,223	+3.6%	Shares	Defined	2024-11-14
2024-06-30	$143,506,225	608,103	+795.2%	Shares	Defined	2024-08-13
2024-03-31	$14,009,821	67,933	+47.4%	Shares	Defined	2024-05-14
2023-12-31	$7,471,911	46,103	+22.5%	Shares	Defined	2024-02-13
2023-09-30	$5,211,533	37,642	+50.6%	Shares	Defined	2023-11-14
2023-09-30	$3,461,250	25,000	0.0%	Put	Defined	2023-11-14
2023-06-30	$3,613,500	25,000	+33.8%	Put	Defined	2023-07-31
2023-06-30	$2,700,873	18,686	-50.3%	Shares	Defined	2023-07-31
2023-03-31	$4,620,617	37,618	+50.5%	Shares	Defined	2023-05-15
2023-03-31	$3,070,750	25,000	-62.8%	Put	Defined	2023-05-15
2022-12-31	$6,544,518	67,206	+168.8%	Shares	Defined	2023-02-13
2022-12-31	$2,434,500	25,000	-61.9%	Put	Defined	2023-02-13
2022-09-30	$5,373,951	65,592	+11.9%	Shares	Defined	2022-11-14
2022-09-30	$4,801,098	58,600	-34.8%	Put	Defined	2022-11-14
2022-06-30	$8,180,190	89,912	+38.3%	Shares	Defined	2022-08-08
2022-06-30	$5,913,700	65,000	-6.1%	Put	Defined	2022-08-08
2022-03-31	$9,127,410	69,252	+6.5%	Shares	Defined	2022-05-16
2022-03-31	$8,567,000	65,000	-7.1%	Put	Defined	2022-05-16
2021-12-31	$11,005,913	69,941	+74.9%	Shares	Defined	2022-02-14
2021-12-31	$6,294,400	40,000	-55.1%	Put	Defined	2022-02-14
2021-09-30	$11,468,553	89,090	+493.9%	Shares	Defined	2021-11-15
2021-09-30	$1,930,950	15,000	-85.4%	Put	Defined	2021-11-15
2021-06-30	$14,665,203	102,986	-11.5%	Shares	Defined	2021-08-10
2021-03-31	$15,549,302	116,387	+94.0%	Shares	Defined	2021-05-17
2020-12-31	$5,178,000	60,000	-25.5%	Put	Defined	2021-02-12
2020-12-31	$6,947,407	80,503	+34.2%	Shares	Defined	2021-02-12
2020-09-30	$3,567,000	60,000	+559.6%	Put	Defined	2020-11-13
2020-09-30	$540,756	9,096	-84.8%	Shares	Defined	2020-11-13
2020-06-30	$3,627,000	60,000	+710.6%	Put	Defined	2020-08-13
2020-06-30	$447,450	7,402	-0.5%	Shares	Defined	2020-08-13
2020-03-31	$340,992	7,442	-87.6%	Shares	Defined	2020-05-14
2020-03-31	$2,749,200	60,000	—	Put	Defined	2020-05-14
No filing history on record for this holder in this stock.