Position in AMAT
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$474,646,507
+$261,288,528 QoQ
Shares Held
1,388,708
+67.3% QoQ
Ownership
0.175%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 96.62405631709474.ToString("F0")%
None 3.3759436829052616.ToString("F0")%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026JANUS HENDERSON GROUP PLC holds $4,659,556,635 across 23 Semiconductor Equipment & Materials names. AMAT ranks #3 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
9,265,026 | $1,979,565,453 | |
| 2 | KLAC |
Kla Corp
|
1,240,678 | $1,826,786,690 | |
| 3 | AMAT |
Applied Materials Inc /De
This page
|
1,388,708 | $474,646,507 | |
| 4 | TER |
Teradyne, Inc
|
486,919 | $144,352,005 | |
| 5 | ENTG |
Entegris Inc
|
446,888 | $52,393,147 | |
| 6 | ACMR |
ACM Research, Inc.
|
1,085,634 | $42,719,697 | |
| 7 | Q |
Qnity Electronics, Inc.
|
341,662 | $39,420,959 | |
| 8 | NVMI |
Nova Ltd.
|
80,609 | $35,006,875 |
All Filings in AMAT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $474,646,507 | 1,388,708 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $213,357,979 | 830,219 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $21,591,878 | 105,460 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $133,474,871 | 729,092 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $144,010,991 | 992,358 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $596,579,368 | 3,668,323 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $942,186,021 | 4,663,133 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $655,811,489 | 2,778,980 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $465,038,750 | 2,254,952 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $161,395,950 | 995,841 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $146,475,530 | 1,057,967 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $138,917,537 | 961,101 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $109,683,995 | 892,974 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $83,418,823 | 856,632 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $82,253,212 | 1,003,945 | Shares | Defined | 2023-01-13 | |
| 2022-06-30 | $87,378,919 | 960,419 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $238,338,420 | 1,808,334 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $275,577,958 | 1,751,258 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $132,721,659 | 1,031,008 | Shares | Defined | 2021-11-16 | |
| 2021-06-30 | $140,856,384 | 989,160 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $263,423,662 | 1,971,734 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $155,199,417 | 1,798,371 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $19,951,955 | 335,609 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $21,172,370 | 350,246 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $59,722,017 | 1,303,405 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||