Position in AMAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$67,112,475
+$31,742,681 QoQ
Shares Held
92,825
-10.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#395
of 3,487 holders
Holding Since
Mar 2020
24 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, 2026BROWN ADVISORY INC holds $1,070,527,490 across 10 Semiconductor Equipment & Materials names. AMAT ranks #4 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
312,480 | $621,660,178 | |
| 2 | KLAC |
Kla Corp
|
834,870 | $251,888,625 | |
| 3 | ENTG |
Entegris Inc
|
445,276 | $80,087,341 | |
| 4 | AMAT |
Applied Materials Inc /De
This page
|
92,825 | $67,112,475 | |
| 5 | Q |
Qnity Electronics, Inc.
|
196,219 | $32,044,524 | |
| 6 | LRCX |
Lam Research Corp
|
29,397 | $12,738,600 | |
| 7 | TER |
Teradyne, Inc
|
7,217 | $3,491,873 | |
| 8 | ONTO |
Onto Innovation Inc.
|
2,690 | $1,018,030 |
All Filings in AMAT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,112,475 | 92,825 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $35,369,794 | 103,484 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $31,455,573 | 122,400 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $25,240,550 | 123,281 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $18,616,569 | 101,691 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $13,731,109 | 94,619 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $12,887,125 | 79,242 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $14,530,222 | 71,914 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $16,302,423 | 69,081 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $15,269,475 | 74,041 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $10,963,710 | 67,648 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $9,049,230 | 65,361 | Shares | Defined | 2023-10-25 | |
| 2023-06-30 | $8,104,211 | 56,069 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $5,405,746 | 44,010 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $3,924,997 | 40,306 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,939,356 | 48,082 | Shares | Defined | 2022-11-14 | |
| 2021-12-31 | $9,014,367 | 57,285 | Shares | Defined | 2022-01-27 | |
| 2021-09-30 | $5,117,146 | 39,751 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $5,837,402 | 40,993 | Shares | Defined | 2021-07-29 | |
| 2021-03-31 | $2,782,486 | 20,827 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,613,205 | 18,693 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,535,533 | 25,829 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,145,345 | 18,947 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $507,134 | 11,068 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||