CANADA PENSION PLAN INVESTMENT BOARD
PensionPosition in AMAT — Applied Materials Inc /De
CIK 1283718
TORONTO ONTARIO, A6
Position in AMAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,615,513,134
+$896,003,828 QoQ
Shares Held
2,234,458
+6.1% QoQ
Ownership
0.282%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#43
of 3,488 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026CANADA PENSION PLAN INVESTMENT BOARD holds $4,360,638,533 across 18 Semiconductor Equipment & Materials names. AMAT ranks #1 (37.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
2,234,458 | $1,615,513,134 | |
| 2 | LRCX |
Lam Research Corp
|
3,559,222 | $1,542,317,669 | |
| 3 | KLAC |
Kla Corp
|
3,266,340 | $985,487,441 | |
| 4 | Q |
Qnity Electronics, Inc.
|
363,276 | $59,326,603 | |
| 5 | NVMI |
Nova Ltd.
|
99,903 | $54,241,334 | |
| 6 | TER |
Teradyne, Inc
|
67,039 | $32,436,149 | |
| 7 | FORM |
Formfactor Inc
|
92,400 | $14,777,532 | |
| 8 | AXTI |
Axt Inc
|
202,800 | $14,617,824 |
All Filings in AMAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,615,513,134 | 2,234,458 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $719,509,306 | 2,105,121 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $481,251,809 | 1,872,648 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $276,429,506 | 1,350,149 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $317,544,068 | 1,734,550 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $177,975,748 | 1,226,404 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $142,001,035 | 873,154 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $141,182,639 | 698,751 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $236,040,737 | 1,000,215 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $112,963,101 | 547,753 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $75,688,796 | 467,013 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $28,231,754 | 203,913 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $23,818,168 | 164,786 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,353,259 | 27,300 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $876,420 | 9,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,975,741 | 24,115 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $42,760 | 470 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,896,997 | 14,393 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $67,487,455 | 428,873 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $29,436,302 | 228,667 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $29,164,516 | 204,807 | Shares | Sole | 2021-11-16 | |
| 2021-03-31 | $29,393,603 | 220,012 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $15,659,048 | 181,449 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $329,234 | 5,538 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,416,464 | 23,432 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $10,863,647 | 237,094 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||