Position in AMAT
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$341,001,490
+$78,849,846 QoQ
Shares Held
997,693
-2.2% QoQ
Ownership
0.126%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $2,168,373,117 across 21 Semiconductor Equipment & Materials names. AMAT ranks #4 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
2,859,751 | $611,014,398 | |
| 2 | ASML |
Asml Holding NV
|
413,700 | $546,427,371 | |
| 3 | KLAC |
Kla Corp
|
268,596 | $395,483,436 | |
| 4 | AMAT |
Applied Materials Inc /De
This page
|
997,693 | $341,001,490 | |
| 5 | ENTG |
Entegris Inc
|
914,092 | $107,168,146 | |
| 6 | AMKR |
Amkor Technology, Inc.
|
741,052 | $33,369,571 | |
| 7 | FORM |
Formfactor Inc
|
281,158 | $27,269,514 | |
| 8 | Q |
Qnity Electronics, Inc.
|
221,172 | $25,518,825 |
All Filings in AMAT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $341,001,490 | 997,693 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $262,151,644 | 1,020,085 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $250,428,754 | 1,223,155 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $218,618,715 | 1,194,181 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $223,402,807 | 1,539,435 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $170,155,052 | 1,046,271 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $218,389,177 | 1,080,867 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $271,739,417 | 1,151,487 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $233,415,857 | 1,131,823 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $177,154,827 | 1,093,076 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $152,498,383 | 1,101,469 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $132,740,332 | 918,364 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $353,118,193 | 2,874,853 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $79,474,155 | 816,124 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $63,377,115 | 773,552 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $70,172,055 | 771,291 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $101,153,073 | 767,474 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $130,461,511 | 829,064 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $99,428,477 | 772,380 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $99,546,571 | 699,063 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $96,605,759 | 723,097 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $53,902,030 | 624,589 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $34,986,860 | 588,509 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $37,439,707 | 619,350 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $34,487,339 | 752,670 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||