APG Asset Management N.V.

Position in AMAT — Applied Materials Inc /De

CIK 1434819 Amsterdam, P7

Back to AMAT Full portfolio

Position in AMAT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$502,658,520

+$326,807,907 QoQ

Shares Held

695,240

+35.1% QoQ

Ownership

0.088%

of shares outstanding

% of Portfolio

1.08%

of 13F equity value

Holder Rank

#111

of 3,487 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

APG Asset Management N.V. holds $1,426,993,366 across 5 Semiconductor Equipment & Materials names. AMAT ranks #1 (35.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	695,240	$502,658,520
2	LRCX	Lam Research Corp	1,116,451	$483,791,711
3	KLAC	Kla Corp	1,169,445	$352,833,250
4	TER	Teradyne, Inc	131,854	$63,796,239
5	Q	Qnity Electronics, Inc.	146,431	$23,913,646

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	$502,658,520	695,240	+35.1%	Shares	Defined	2026-08-12
2026-03-31	$175,850,613	514,499	+14.8%	Shares	Defined	2026-05-13
2025-12-31	$115,219,410	448,342	-7.8%	Shares	Defined	2026-02-12
2025-09-30	$99,585,536	486,400	-0.5%	Shares	Defined	2025-11-12
2025-06-30	$89,448,002	488,600	-45.4%	Shares	Defined	2025-08-12
2025-03-31	$129,852,795	894,796	+8.5%	Shares	Defined	2025-05-14
2024-12-31	$134,073,310	824,407	+611.5%	Shares	Defined	2025-02-13
2024-09-30	$23,410,725	115,866	-81.1%	Shares	Defined	2024-11-14
2024-06-30	$144,954,497	614,240	-12.4%	Shares	Defined	2024-08-14
2024-03-31	$144,523,715	700,789	-11.9%	Shares	Defined	2024-05-14
2023-12-31	$128,947,105	795,626	-5.0%	Shares	Defined	2024-02-13
2023-09-30	$115,963,504	837,584	-11.2%	Shares	Defined	2023-11-14
2023-06-30	$136,298,473	942,981	-2.1%	Shares	Defined	2023-08-14
2023-03-31	$118,317,225	963,260	-7.2%	Shares	Defined	2023-05-12
2022-12-31	$101,057,945	1,037,769	+521.8%	Shares	Defined	2023-02-14
2022-09-30	$13,673,133	166,888	-11.0%	Shares	Defined	2022-11-14
2022-06-30	$17,063,571	187,553	+27.4%	Shares	Defined	2022-08-12
2022-03-31	$19,405,573	147,235	-5.8%	Shares	Defined	2022-05-12
2021-12-31	$24,600,875	156,335	-14.3%	Shares	Defined	2022-02-11
2021-09-30	$23,484,857	182,435	-19.2%	Shares	Defined	2021-11-15
2021-06-30	$32,144,664	225,735	-39.1%	Shares	Defined	2021-08-13
2021-03-31	$49,520,710	370,664	-51.2%	Shares	Defined	2021-05-14
2020-12-31	$65,490,998	758,876	-12.0%	Shares	Defined	2021-02-12
2020-09-30	$51,249,467	862,060	-20.1%	Shares	Defined	2020-11-12
2020-06-30	$65,194,660	1,078,489	-28.5%	Shares	Defined	2020-08-14
2020-03-31	$69,146,183	1,509,083	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.