NORDEA INVESTMENT MANAGEMENT AB
Position in AMAT — Applied Materials Inc /De
CIK 1218210
STOCKHOLM, V7
Position in AMAT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,445,598,012
+$747,222,266 QoQ
Shares Held
1,999,444
-2.1% QoQ
Ownership
0.252%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#51
of 3,497 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026NORDEA INVESTMENT MANAGEMENT AB holds $4,039,374,511 across 10 Semiconductor Equipment & Materials names. AMAT ranks #2 (35.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
4,966,479 | $2,152,124,343 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
1,999,444 | $1,445,598,012 | |
| 3 | KLAC |
Kla Corp
|
1,103,974 | $333,079,994 | |
| 4 | TER |
Teradyne, Inc
|
142,019 | $68,714,471 | |
| 5 | ONTO |
Onto Innovation Inc.
|
77,184 | $29,210,284 | |
| 6 | Q |
Qnity Electronics, Inc.
|
30,469 | $4,975,892 | |
| 7 | ENTG |
Entegris Inc
|
16,780 | $3,018,050 | |
| 8 | KLIC |
Kulicke & Soffa Industries Inc
|
8,226 | $1,100,309 |
All Filings in AMAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,445,598,012 | 1,999,444 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $698,375,746 | 2,043,289 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $576,175,432 | 2,242,015 | Shares | Defined | 2026-01-08 | |
| 2025-09-30 | $505,137,802 | 2,467,216 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $426,546,874 | 2,329,966 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $331,116,239 | 2,281,672 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $337,799,910 | 2,077,107 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $386,526,094 | 1,913,022 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $455,866,602 | 1,931,720 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $397,485,845 | 1,927,391 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $297,979,146 | 1,838,583 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $257,818,544 | 1,862,178 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $244,728,045 | 1,693,151 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $206,903,081 | 1,684,467 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $172,960,026 | 1,776,135 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $158,353,812 | 1,932,794 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $186,022,802 | 2,044,656 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $271,590,902 | 2,060,629 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $329,676,910 | 2,095,049 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $232,818,245 | 1,808,578 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $268,356,929 | 1,884,529 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $252,827,712 | 1,892,423 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $163,675,717 | 1,896,590 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $106,831,828 | 1,797,003 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $104,730,834 | 1,732,520 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $25,149,085 | 548,867 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||