Position in AMAT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$186,038,346
+$100,640,057 QoQ
Shares Held
544,306
+63.8% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 71.83459304141421.ToString("F0")%
Shared 0.ToString("F0")%
None 28.1654069585858.ToString("F0")%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026LAZARD ASSET MANAGEMENT LLC holds $1,667,974,036 across 17 Semiconductor Equipment & Materials names. AMAT ranks #4 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
339,642 | $448,609,342 | |
| 2 | KLAC |
Kla Corp
|
292,532 | $430,727,041 | |
| 3 | TER |
Teradyne, Inc
|
830,964 | $246,347,587 | |
| 4 | AMAT |
Applied Materials Inc /De
This page
|
544,306 | $186,038,346 | |
| 5 | IPGP |
Ipg Photonics Corp
|
1,374,460 | $157,499,371 | |
| 6 | LRCX |
Lam Research Corp
|
729,835 | $155,936,546 | |
| 7 | NVMI |
Nova Ltd.
|
42,165 | $18,311,416 | |
| 8 | ONTO |
Onto Innovation Inc.
|
48,728 | $9,992,650 |
All Filings in AMAT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $186,038,346 | 544,306 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $85,398,289 | 332,302 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $590,422,045 | 2,883,765 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $680,535,994 | 3,717,354 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $524,145,720 | 3,611,809 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $614,520,221 | 3,778,640 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $849,646,312 | 4,205,129 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,190,998,814 | 5,046,819 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,070,169,126 | 5,189,202 | Shares | Sole | 2024-07-09 | |
| 2023-12-31 | $761,502,910 | 4,698,605 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $602,676,862 | 4,353,029 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $639,364,594 | 4,423,444 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $681,840,627 | 5,551,092 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $551,478,518 | 5,663,160 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $422,717,422 | 5,159,495 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $411,840,255 | 4,526,712 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $498,196,486 | 3,779,943 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $521,588,601 | 3,314,620 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $438,961,574 | 3,409,940 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $544,159,242 | 3,821,343 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $675,912,593 | 5,059,226 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $457,746,762 | 5,304,134 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $261,421,326 | 4,397,331 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $158,515,977 | 2,622,266 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $168,904,981 | 3,686,272 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||