SILVERCREST ASSET MANAGEMENT GROUP LLC
Position in AMAT — Applied Materials Inc /De
CIK 1232395
NEW YORK, NY
Position in AMAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$97,944,087
+$39,434,083 QoQ
Shares Held
135,469
-20.9% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#322
of 3,497 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026SILVERCREST ASSET MANAGEMENT GROUP LLC holds $223,622,124 across 11 Semiconductor Equipment & Materials names. AMAT ranks #1 (43.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
135,469 | $97,944,087 | |
| 2 | Q |
Qnity Electronics, Inc.
|
247,635 | $40,441,271 | |
| 3 | ASML |
Asml Holding NV
|
11,909 | $23,692,239 | |
| 4 | VECO |
Veeco Instruments Inc
|
240,133 | $18,202,081 | |
| 5 | UCTT |
Ultra Clean Holdings, Inc.
|
120,066 | $17,120,210 | |
| 6 | LRCX |
Lam Research Corp
|
36,381 | $15,764,978 | |
| 7 | KLAC |
Kla Corp
|
28,040 | $8,459,948 | |
| 8 | FORM |
Formfactor Inc
|
6,272 | $1,003,080 |
All Filings in AMAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $97,944,087 | 135,469 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $58,510,004 | 171,187 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $62,346,544 | 242,603 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $64,034,891 | 312,762 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $59,458,939 | 324,788 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $18,828,594 | 129,745 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $17,945,732 | 110,347 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $974,689 | 4,824 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,138,415 | 4,824 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $994,853 | 4,824 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $805,812 | 4,972 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $494,681 | 3,573 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $501,987 | 3,473 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $457,418 | 3,724 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $362,643 | 3,724 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $305,107 | 3,724 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $338,809 | 3,724 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $543,543 | 4,124 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $610,242 | 3,878 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $419,402 | 3,258 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $574,299 | 4,033 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $596,123 | 4,462 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $395,081 | 4,578 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $272,162 | 4,578 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $588,359 | 9,733 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $266,122 | 5,808 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||