JUPITER ASSET MANAGEMENT LTD

Position in AMAT — Applied Materials Inc /De

CIK 1215838 London, X0

Position in AMAT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$31,535,814

-$13,336,769 QoQ

Shares Held

43,618

-66.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#563

of 3,488 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

JUPITER ASSET MANAGEMENT LTD holds $149,441,382 across 4 Semiconductor Equipment & Materials names. AMAT ranks #3 (21.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	158,299	$68,595,705
2	TER	Teradyne, Inc	97,994	$47,413,416
3	AMAT	Applied Materials Inc /De This page	43,618	$31,535,814
4	UCTT	Ultra Clean Holdings, Inc.	13,300	$1,896,447

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$31,535,814	43,618	-66.8%	Shares	Defined	2026-08-10
2026-03-31	$44,872,583	131,287	+3973.4%	Shares	Defined	2026-05-12
2025-12-31	$828,278	3,223	-99.5%	Shares	Sole	2026-02-10
2025-06-30	$119,404,477	652,234	+286.5%	Shares	Defined	2025-08-08
2024-09-30	$34,099,776	168,769	-45.6%	Shares	Defined	2024-11-12
2024-06-30	$73,262,622	310,448	+27.1%	Shares	Defined	2024-08-08
2024-03-31	$50,374,563	244,264	+6226.4%	Shares	Defined	2024-05-10
2023-12-31	$625,751	3,861	-89.8%	Shares	Defined	2024-02-09
2022-12-31	$3,676,386	37,753	-1.4%	Shares	Defined	2023-02-10
2022-09-30	$3,137,755	38,298	0.0%	Shares	Sole	2022-11-10
2022-06-30	$3,484,352	38,298	-91.7%	Shares	Sole	2022-08-10
2022-03-31	$60,452,969	458,672	-20.7%	Shares	Defined	2022-05-11
2021-12-31	$90,994,521	578,257	+22.5%	Shares	Defined	2022-02-11
2021-09-30	$60,763,906	472,026	-8.1%	Shares	Defined	2021-11-10
2021-06-30	$73,119,551	513,480	-9.1%	Shares	Defined	2021-08-10
2021-03-31	$75,477,853	564,954	-4.6%	Shares	Defined	2021-05-12
2020-12-31	$51,090,721	592,013	-6.3%	Shares	Defined	2021-02-10
2020-09-30	$37,545,468	631,547	+132.6%	Shares	Defined	2020-11-10
2020-06-30	$16,412,537	271,506	-33.4%	Shares	Sole	2020-08-11
2020-03-31	$18,682,188	407,730	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.