GAM Holding AG

Position in AMAT — Applied Materials Inc /De

CIK 1438848 Zurich, V8

Position in AMAT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$27,350,367

+$13,943,997 QoQ

Shares Held

37,829

-3.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

2.21%

of 13F equity value

Holder Rank

#595

of 3,488 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

GAM Holding AG holds $42,116,847 across 5 Semiconductor Equipment & Materials names. AMAT ranks #1 (64.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	37,829	$27,350,367
2	KLAC	Kla Corp	29,953	$9,037,119
3	TER	Teradyne, Inc	8,887	$4,299,886
4	AMKR	Amkor Technology, Inc.	9,875	$851,521
5	Q	Qnity Electronics, Inc.	3,539	$577,954

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,350,367	37,829	-3.6%	Shares	Sole	2026-08-14
2026-03-31	$13,406,370	39,224	-7.0%	Shares	Sole	2026-08-13
2025-12-31	$10,838,809	42,176	-41.9%	Shares	Sole	2026-02-17
2025-09-30	$14,864,737	72,603	+14.0%	Shares	Sole	2025-10-21
2025-06-30	$11,660,276	63,693	+21.1%	Shares	Sole	2025-08-04
2025-03-31	$7,634,327	52,607	+30.4%	Shares	Sole	2025-04-22
2024-12-31	$6,562,770	40,354	+81.3%	Shares	Sole	2025-01-31
2024-09-30	$4,497,026	22,257	-24.8%	Shares	Sole	2024-10-22
2024-06-30	$6,985,068	29,599	-14.6%	Shares	Sole	2024-07-26
2024-03-31	$7,145,869	34,650	-2.3%	Shares	Sole	2024-05-13
2023-12-31	$5,748,784	35,471	-0.1%	Shares	Sole	2024-01-23
2023-09-30	$4,917,328	35,517	-11.2%	Shares	Sole	2023-10-16
2023-06-30	$5,778,131	39,976	-0.1%	Shares	Sole	2023-07-27
2023-03-31	$4,916,516	40,027	+3.3%	Shares	Sole	2023-05-09
2022-12-31	$3,772,890	38,744	-0.3%	Shares	Sole	2023-02-02
2022-09-30	$3,184,946	38,874	-0.2%	Shares	Sole	2022-10-19
2022-06-30	$3,542,488	38,937	+5.5%	Shares	Sole	2022-07-21
2022-03-31	$4,865,792	36,918	-9.3%	Shares	Sole	2022-05-06
2021-12-31	$6,404,552	40,700	+39.3%	Shares	Sole	2022-02-18
2021-09-30	$3,761,361	29,219	-0.5%	Shares	Sole	2021-11-12
2021-06-30	$4,183,284	29,377	-0.3%	Shares	Sole	2021-08-09
2021-03-31	$3,935,989	29,461	—	Shares	Sole	2021-05-10
No filing history on record for this holder in this stock.