ALKEON CAPITAL MANAGEMENT LLC

Position in AMAT — Applied Materials Inc /De

CIK 1230239 New York, NY

Position in AMAT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,087,970,400

+$1,079,732,250 QoQ

Shares Held

1,504,800

+3244.0% QoQ

Ownership

0.190%

of shares outstanding

% of Portfolio

4.42%

of 13F equity value

Holder Rank

#67

of 3,488 holders

Holding Since

Mar 2020

10 quarters on record

Voting authority Sole 84% Shared 16% None 0%

Technology · as of Jun 30, 2026

ALKEON CAPITAL MANAGEMENT LLC holds $4,592,189,688 across 5 Semiconductor Equipment & Materials names. AMAT ranks #3 (23.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	3,050,456	$1,321,854,098
2	KLAC	Kla Corp	3,759,150	$1,134,173,145
3	AMAT	Applied Materials Inc /De This page	1,504,800	$1,087,970,400
4	TER	Teradyne, Inc	2,163,010	$1,046,550,758
5	ASML	Asml Holding NV	825	$1,641,287

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,087,970,400	1,504,800	+3244.0%	Shares	Sole	2026-08-14
2025-06-30	$8,238,150	45,000	0.0%	Shares	Sole	2025-08-14
2025-03-31	$6,530,400	45,000	0.0%	Shares	Sole	2025-05-15
2024-12-31	$7,318,350	45,000	-97.6%	Shares	Sole	2025-02-14
2024-09-30	$379,274,722	1,877,133	+87.7%	Shares	Sole	2024-11-14
2024-06-30	$235,989,999	1,000,000	-30.1%	Shares	Sole	2024-08-14
2020-12-31	$123,434,803	1,430,299	0.0%	Shares	Other	2021-02-16
2020-09-30	$85,031,275	1,430,299	0.0%	Shares	Sole	2020-11-16
2020-06-30	$86,461,574	1,430,299	0.0%	Shares	Sole	2020-08-14
2020-03-31	$65,536,299	1,430,299	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.