Guinness Asset Management LTD

Position in AMAT — Applied Materials Inc /De

CIK 1409661 LONDON, X0

Position in AMAT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$65,645,508

+$22,769,320 QoQ

Shares Held

90,796

-27.6% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

1.11%

of 13F equity value

Holder Rank

#403

of 3,488 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Guinness Asset Management LTD holds $210,385,214 across 5 Semiconductor Equipment & Materials names. AMAT ranks #3 (31.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	250,753	$75,654,687
2	LRCX	Lam Research Corp	155,776	$67,502,414
3	AMAT	Applied Materials Inc /De This page	90,796	$65,645,508
4	TER	Teradyne, Inc	1,726	$835,107
5	ENTG	Entegris Inc	4,156	$747,498

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$65,645,508	90,796	-27.6%	Shares	Sole	2026-07-29
2026-03-31	$42,876,188	125,446	-41.5%	Shares	Sole	2026-04-21
2025-12-31	$55,093,516	214,380	-0.0%	Shares	Sole	2026-02-09
2025-09-30	$43,905,059	214,443	-4.6%	Shares	Sole	2025-11-05
2025-06-30	$41,133,632	224,688	-2.0%	Shares	Sole	2025-08-01
2025-03-31	$33,271,081	229,266	+5.3%	Shares	Sole	2025-05-13
2024-12-31	$35,400,973	217,678	+27.7%	Shares	Sole	2025-01-16
2024-09-30	$34,435,987	170,433	-18.5%	Shares	Sole	2024-10-10
2024-06-30	$49,323,089	209,005	-2.3%	Shares	Sole	2024-07-11
2024-03-31	$44,123,939	213,955	+9.2%	Shares	Sole	2024-04-11
2023-12-31	$31,749,513	195,900	+0.8%	Shares	Sole	2024-02-12
2023-09-30	$26,915,926	194,409	+5.9%	Shares	Sole	2023-11-06
2023-06-30	$26,525,980	183,520	+7.1%	Shares	Sole	2023-07-24
2023-03-31	$21,050,482	171,379	+0.1%	Shares	Sole	2023-04-10
2022-12-31	$16,666,684	171,151	+1.1%	Shares	Sole	2023-02-02
2022-09-30	$13,868,864	169,277	-1.9%	Shares	Sole	2022-10-24
2022-06-30	$15,700,509	172,571	-8.1%	Shares	Sole	2022-09-06
2022-03-31	$24,744,791	187,745	+2.2%	Shares	Sole	2022-04-13
2021-12-31	$28,894,285	183,619	+5.1%	Shares	Sole	2022-01-19
2021-09-30	$22,482,050	174,645	-2.1%	Shares	Sole	2021-12-07
2021-06-30	$25,411,280	178,450	+1.7%	Shares	Sole	2021-08-03
2021-03-31	$23,449,472	175,520	-0.0%	Shares	Sole	2021-04-21
2020-12-31	$15,150,828	175,560	-10.0%	Shares	Sole	2021-01-25
2020-09-30	$11,601,667	195,150	+18.3%	Shares	Sole	2020-10-27
2020-06-30	$9,971,832	164,960	+5.7%	Shares	Sole	2020-07-28
2020-03-31	$7,150,669	156,060	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.