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Equibles

CREDIT AGRICOLE S A

Position in AMAT — Applied Materials Inc /De

CIK 1191672 Montrouge Cedex, I0
Back to AMAT Full portfolio

Position in AMAT

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$532,088,958
+$230,202,944 QoQ
Shares Held
735,946
-16.7% QoQ
Ownership
0.093%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#108
of 3,503 holders
Holding Since
Mar 2020
25 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 Jun 30, 2026
CallValue
$0
CallShares
0
PutValue
$23,497,500
PutShares
32,500

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 Jun 30, 2026

CREDIT AGRICOLE S A holds $1,067,842,976 across 16 Semiconductor Equipment & Materials names. AMAT ranks #1 (49.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMAT
Applied Materials Inc /De
This page 		735,946 $532,088,958
2 LRCX
Lam Research Corp
 602,957 $261,279,355
3 KLAC
Kla Corp
 521,044 $157,204,184
4 ONTO
Onto Innovation Inc.
 110,257 $41,726,761
5 TER
Teradyne, Inc
 33,903 $16,403,626
6 Q
Qnity Electronics, Inc.
 82,044 $13,398,605
7 AMKR
Amkor Technology, Inc.
 101,468 $8,749,585
8 ASML
Asml Holding NV
 4,270 $8,494,906

All Filings in AMAT

Export CSV
41 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $23,497,500 32,500
2026-06-30 $532,088,958 735,946
2026-03-31 $301,886,014 883,250
2026-03-31 $8,544,750 25,000
2025-12-31 $269,666,800 1,049,328
2025-12-31 $2,569,900 10,000
2025-09-30 $122,141,739 596,570
2025-03-31 $59,315,475 408,734
2024-12-31 $68,726,459 422,594
2024-09-30 $127,336,555 630,223
2024-06-30 $143,506,225 608,103
2024-03-31 $14,009,821 67,933
2023-12-31 $7,471,911 46,103
2023-09-30 $5,211,533 37,642
2023-09-30 $3,461,250 25,000
2023-06-30 $3,613,500 25,000
2023-06-30 $2,700,873 18,686
2023-03-31 $4,620,617 37,618
2023-03-31 $3,070,750 25,000
2022-12-31 $6,544,518 67,206
2022-12-31 $2,434,500 25,000
2022-09-30 $4,801,098 58,600
2022-09-30 $5,373,951 65,592
2022-06-30 $8,180,190 89,912
2022-06-30 $5,913,700 65,000
2022-03-31 $9,127,410 69,252
2022-03-31 $8,567,000 65,000
2021-12-31 $11,005,913 69,941
2021-12-31 $6,294,400 40,000
2021-09-30 $11,468,553 89,090
2021-09-30 $1,930,950 15,000
2021-06-30 $14,665,203 102,986
2021-03-31 $15,549,302 116,387
2020-12-31 $5,178,000 60,000
2020-12-31 $6,947,407 80,503
2020-09-30 $3,567,000 60,000
2020-09-30 $540,756 9,096
2020-06-30 $3,627,000 60,000
2020-06-30 $447,450 7,402
2020-03-31 $340,992 7,442
2020-03-31 $2,749,200 60,000