Sumitomo Mitsui DS Asset Management Company, Ltd

Position in AMAT — Applied Materials Inc /De

CIK 1411530 TOKYO, M0

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Position in AMAT

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$84,389,283

+$45,357,207 QoQ

Shares Held

116,721

+2.2% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

#347

of 3,488 holders

Holding Since

Mar 2020

26 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

Sumitomo Mitsui DS Asset Management Company, Ltd holds $259,369,416 across 6 Semiconductor Equipment & Materials names. AMAT ranks #1 (32.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	116,721	$84,389,283
2	LRCX	Lam Research Corp	180,116	$78,049,666
3	KLAC	Kla Corp	256,045	$77,251,336
4	TER	Teradyne, Inc	24,544	$11,875,368
5	Q	Qnity Electronics, Inc.	28,832	$4,708,553
6	ENTG	Entegris Inc	17,209	$3,095,210

All Filings in AMAT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$84,389,283	116,721	+2.2%	Shares	Sole	2026-07-22
2026-03-31	$39,032,076	114,199	+5.8%	Shares	Sole	2026-04-24
2025-12-31	$27,751,065	107,985	+1.5%	Shares	Sole	2026-02-03
2025-09-30	$21,791,092	106,433	+0.7%	Shares	Sole	2025-10-24
2025-06-30	$19,351,780	105,707	+4.3%	Shares	Sole	2025-07-10
2025-03-31	$14,709,653	101,362	+1.0%	Shares	Sole	2025-04-28
2024-12-31	$16,323,335	100,371	+7.6%	Shares	Sole	2025-01-28
2024-09-30	$18,842,778	93,258	+2.2%	Shares	Sole	2024-10-17
2024-06-30	$21,527,715	91,223	+14.6%	Shares	Sole	2024-07-30
2024-03-31	$16,414,051	79,591	+2.9%	Shares	Sole	2024-05-02
2023-12-31	$12,536,114	77,350	+3.7%	Shares	Sole	2024-02-01
2023-09-30	$10,322,832	74,560	+4.6%	Shares	Sole	2023-10-30
2023-06-30	$10,300,787	71,266	+0.7%	Shares	Sole	2023-08-04
2023-03-31	$8,692,433	70,768	+4.1%	Shares	Sole	2023-05-02
2022-12-31	$6,619,600	67,977	+5.9%	Shares	Sole	2023-01-26
2022-09-30	$5,260,971	64,213	+5.7%	Shares	Sole	2022-10-19
2022-06-30	$5,525,488	60,733	+4.4%	Shares	Sole	2022-07-13
2022-03-31	$7,670,101	58,195	-0.2%	Shares	Sole	2022-04-19
2021-12-31	$9,177,864	58,324	+3.0%	Shares	Sole	2022-01-20
2021-09-30	$7,291,267	56,640	-0.9%	Shares	Sole	2021-10-15
2021-06-30	$8,138,872	57,155	-0.5%	Shares	Sole	2021-07-19
2021-03-31	$7,675,453	57,451	+2.3%	Shares	Sole	2021-05-07
2020-12-31	$4,848,247	56,179	-3.4%	Shares	Sole	2021-02-02
2020-09-30	$3,456,898	58,148	+1.0%	Shares	Sole	2020-10-29
2020-06-30	$3,479,864	57,566	-0.0%	Shares	Sole	2020-08-12
2020-03-31	$2,637,811	57,569	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.