Robeco Institutional Asset Management B.V.

Position in AMAT — Applied Materials Inc /De

CIK 1418773 ROTTERDAM, P7

Back to AMAT Full portfolio

Position in AMAT

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,419,399,384

+$818,745,158 QoQ

Shares Held

1,963,208

+11.7% QoQ

Ownership

0.247%

of shares outstanding

% of Portfolio

1.78%

of 13F equity value

Holder Rank

#53

of 3,488 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 54% Shared 0% None 46%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Robeco Institutional Asset Management B.V. holds $3,252,235,914 across 8 Semiconductor Equipment & Materials names. AMAT ranks #1 (43.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	1,963,208	$1,419,399,384
2	KLAC	Kla Corp	2,680,912	$808,857,959
3	LRCX	Lam Research Corp	1,835,997	$795,592,580
4	TER	Teradyne, Inc	430,651	$208,366,179
5	Q	Qnity Electronics, Inc.	71,142	$11,618,200
6	ONTO	Onto Innovation Inc.	12,428	$4,703,376
7	FORM	Formfactor Inc	16,116	$2,577,431
8	AMBA	Ambarella Inc	13,063	$1,120,805

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	$1,419,399,384	1,963,208	+11.7%	Shares	Defined	2026-07-21
2026-03-31	$600,654,226	1,757,378	+19.2%	Shares	Defined	2026-04-21
2025-12-31	$378,826,903	1,474,092	-9.4%	Shares	Defined	2026-01-23
2025-09-30	$333,025,579	1,626,578	+35.3%	Shares	Defined	2025-10-22
2025-06-30	$220,148,814	1,202,539	+83.2%	Shares	Defined	2025-07-18
2025-03-31	$95,241,675	656,296	-11.6%	Shares	Defined	2025-04-23
2024-12-31	$120,702,197	742,189	-6.4%	Shares	Defined	2025-01-23
2024-09-30	$160,296,165	793,349	+22.4%	Shares	Defined	2024-10-29
2024-06-30	$152,992,788	648,302	+10.3%	Shares	Defined	2024-07-23
2024-03-31	$121,238,904	587,882	+2.1%	Shares	Defined	2024-04-24
2023-12-31	$93,363,016	576,066	+7.9%	Shares	Defined	2024-02-14
2023-09-30	$73,924,408	533,943	+31.9%	Shares	Defined	2023-10-24
2023-06-30	$58,528,148	404,927	+65.8%	Shares	Defined	2023-07-24
2023-03-31	$29,999,630	244,237	+40.4%	Shares	Defined	2023-05-04
2022-12-31	$16,939,543	173,953	-36.6%	Shares	Defined	2023-02-07
2022-09-30	$22,474,464	274,313	-10.8%	Shares	Defined	2022-12-01
2022-06-30	$27,987,267	307,620	-4.2%	Shares	Defined	2022-12-01
2022-03-31	$42,311,885	321,031	-27.2%	Shares	Defined	2022-12-01
2021-12-31	$69,349,496	440,706	-22.4%	Shares	Defined	2022-12-01
2021-09-30	$73,130,483	568,092	+1.5%	Shares	Defined	2022-12-01
2021-06-30	$79,683,195	559,573	+41.6%	Shares	Defined	2022-12-01
2021-03-31	$52,792,574	395,154	-8.3%	Shares	Defined	2022-12-01
2020-12-31	$37,170,359	430,711	-10.1%	Shares	Defined	2022-12-01
2020-09-30	$28,482,673	479,103	+0.4%	Shares	Defined	2021-01-19
2020-06-30	$28,853,147	477,306	-17.7%	Shares	Defined	2021-01-19
2020-03-31	$26,589,300	580,299	—	Shares	Defined	2021-01-19
No filing history on record for this holder in this stock.