Ninety One UK Ltd

Position in AMAT — Applied Materials Inc /De

CIK 1418329 London, X0

Position in AMAT

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$114,957

-$30,624,092 QoQ

Shares Held

159

-99.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#3,333

of 3,488 holders

Holding Since

Sep 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Ninety One UK Ltd holds $75,860,026 across 4 Semiconductor Equipment & Materials names. AMAT ranks #3 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	29,314	$58,318,441
2	LRCX	Lam Research Corp	40,068	$17,362,666
3	AMAT	Applied Materials Inc /De This page	159	$114,957
4	KLAC	Kla Corp	212	$63,962

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$114,957	159	-99.9%	Shares	Sole	2026-07-16
2025-09-30	$30,739,049	150,137	+0.0%	Shares	Sole	2025-10-21
2025-06-30	$27,477,525	150,093	+228.8%	Shares	Sole	2025-07-18
2023-06-30	$6,598,251	45,650	-0.5%	Shares	Sole	2023-07-19
2023-03-31	$5,633,475	45,864	0.0%	Shares	Sole	2023-04-28
2022-12-31	$4,466,236	45,864	+72.4%	Shares	Sole	2023-02-07
2022-09-30	$2,179,174	26,598	0.0%	Shares	Sole	2022-11-14
2022-06-30	$2,419,886	26,598	-21.4%	Shares	Sole	2022-08-15
2022-03-31	$4,461,034	33,847	-67.6%	Shares	Sole	2022-05-26
2021-12-31	$16,418,470	104,337	0.0%	Shares	Sole	2022-02-11
2021-09-30	$13,431,302	104,337	-29.3%	Shares	Sole	2021-11-02
2021-06-30	$21,000,155	147,473	-21.2%	Shares	Sole	2021-08-12
2021-03-31	$24,993,487	187,077	0.0%	Shares	Sole	2021-05-07
2020-12-31	$16,144,745	187,077	0.0%	Shares	Sole	2021-02-05
2020-09-30	$11,121,727	187,077	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.