Skip to main content
Equibles

Daiwa Securities Group Inc.

Broker-Dealer

Position in AMAT — Applied Materials Inc /De

CIK 1481045 CHIYODA-KU,TOKYO, M0
Back to AMAT Full portfolio

Position in AMAT

as of Jun 30, 2026 · filed Jul 31, 2026
Position Value
$178,132,740
+$103,654,991 QoQ
Shares Held
246,380
+13.1% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#237
of 3,502 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 96% Shared 4% None 0%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Daiwa Securities Group Inc. holds $985,523,991 across 12 Semiconductor Equipment & Materials names. AMAT ranks #2 (18.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LRCX
Lam Research Corp
 1,201,405 $520,604,827
2 AMAT
Applied Materials Inc /De
This page 		246,380 $178,132,740
3 KLAC
Kla Corp
 474,099 $143,040,408
4 ENTG
Entegris Inc
 191,524 $34,447,505
5 Q
Qnity Electronics, Inc.
 191,816 $31,325,470
6 KLIC
Kulicke & Soffa Industries Inc
 200,873 $26,868,772
7 ASML
Asml Holding NV
 13,205 $26,270,553
8 TER
Teradyne, Inc
 50,101 $24,240,867

All Filings in AMAT

Export CSV
37 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $178,132,740 246,380
2026-03-31 $74,477,749 217,905
2025-12-31 $51,742,880 201,342
2025-09-30 $39,231,869 191,618
2025-06-30 $34,178,253 186,695
2025-03-31 $25,755,317 177,476
2024-12-31 $27,348,998 168,167
2024-09-30 $31,541,216 156,106
2024-06-30 $34,859,970 147,718
2024-03-31 $29,928,509 145,122
2023-12-31 $19,256,022 118,813
2023-09-30 $1,671 18,376
2023-09-30 $15,209,424 109,855
2023-06-30 $13,955,481 96,551
2023-06-30 $1 10
2023-03-31 $11,929,740 97,124
2022-12-31 $9,049,036 92,925
2022-09-30 $7,438,998 90,797
2022-06-30 $7,900,339 86,836
2022-06-30 $1,671,848 18,376
2022-03-31 $11,461,195 86,959
2022-03-31 $1,997,429 15,155
2021-12-31 $12,821,534 81,479
2021-12-31 $709,221 4,507
2021-09-30 $6,805,826 52,869
2021-09-30 $10,114,057 78,568
2021-06-30 $10,526,065 73,919
2021-06-30 $6,177,596 43,382
2021-03-31 $9,417,730 70,492
2021-03-31 $1,433,795 10,732
2020-12-31 $5,776,231 66,932
2020-09-30 $1,414,434 23,792
2020-09-30 $3,516,705 59,154
2020-06-30 $1,453,943 24,052
2020-06-30 $3,172,174 52,476
2020-03-31 $2,404,450 52,476
2020-03-31 $1,042,130 22,744