Cornerstone Investment Partners, LLC
Position in AMAT — Applied Materials Inc /De
CIK 1328062
ATLANTA, GA
Position in AMAT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$158,275,545
+$43,227,664 QoQ
Shares Held
218,915
-35.0% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
5.44%
of 13F equity value
Holder Rank
#251
of 3,488 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Cornerstone Investment Partners, LLC holds $347,657,313 across 10 Semiconductor Equipment & Materials names. AMAT ranks #2 (45.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
607,345 | $183,242,059 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
218,915 | $158,275,545 | |
| 3 | ACMR |
ACM Research, Inc.
|
14,049 | $1,782,677 | |
| 4 | ONTO |
Onto Innovation Inc.
|
4,099 | $1,551,266 | |
| 5 | UCTT |
Ultra Clean Holdings, Inc.
|
4,224 | $602,300 | |
| 6 | ICHR |
Ichor Holdings, Ltd.
|
5,294 | $594,410 | |
| 7 | KLIC |
Kulicke & Soffa Industries Inc
|
3,958 | $529,422 | |
| 8 | ACLS |
Axcelis Technologies Inc
|
2,485 | $470,783 |
All Filings in AMAT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $158,275,545 | 218,915 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $115,047,881 | 336,604 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $103,281,454 | 401,889 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $77,902,341 | 380,494 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $63,249,586 | 345,494 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $43,538,902 | 300,020 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $34,962,685 | 214,983 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||