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Findlay Park Partners LLP

Position in AMAT — Applied Materials Inc /De

CIK 1351950 LONDON, X0

Position in AMAT

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$200,892,780
+$147,300,108 QoQ
Shares Held
277,860
+77.2% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
2.71%
of 13F equity value
Holder Rank
#219
of 3,488 holders
Holding Since
Sep 2024
8 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, 2026

Findlay Park Partners LLP holds $572,576,105 across 3 Semiconductor Equipment & Materials names. AMAT ranks #1 (35.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMAT
Applied Materials Inc /De
This page
277,860 $200,892,780

All Filings in AMAT

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8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $200,892,780 277,860
2026-03-31 $53,592,672 156,800
2025-12-31 $44,921,852 174,800
2025-09-30 $113,528,330 554,500
2025-06-30 $103,324,708 564,400
2025-03-31 $84,851,664 584,700
2024-12-31 $69,475,536 427,200
2024-09-30 $82,759,680 409,600