Daiwa Securities Group Inc.

Broker-Dealer

Position in AMAT — Applied Materials Inc /De

CIK 1481045 CHIYODA-KU,TOKYO, M0

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Position in AMAT

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$74,477,749

+$22,734,869 QoQ

Shares Held

217,905

+8.2% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Mar 31, 2026

Daiwa Securities Group Inc. holds $394,354,857 across 11 Semiconductor Equipment & Materials names. AMAT ranks #2 (18.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	1,165,720	$249,067,734
2	AMAT	Applied Materials Inc /De This page	217,905	$74,477,749
3	ENTG	Entegris Inc	160,325	$18,796,502
4	KLIC	Kulicke & Soffa Industries Inc	284,831	$18,719,093
5	ASML	Asml Holding NV	10,371	$13,698,327
6	TER	Teradyne, Inc	29,368	$8,706,437
7	KLAC	Kla Corp	42,435	$6,248,171
8	Q	Qnity Electronics, Inc.	35,608	$4,108,451

All Filings in AMAT

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36 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$74,477,749	217,905	+8.2%	Shares	Defined	2026-05-13
2025-12-31	$51,742,880	201,342	+5.1%	Shares	Sole	2026-02-11
2025-09-30	$39,231,869	191,618	+2.6%	Shares	Defined	2025-11-14
2025-06-30	$34,178,253	186,695	+5.2%	Shares	Other	2025-08-14
2025-03-31	$25,755,317	177,476	+5.5%	Shares	Other	2025-05-13
2024-12-31	$27,348,998	168,167	+7.7%	Shares	Other	2025-02-07
2024-09-30	$31,541,216	156,106	+5.7%	Shares	Other	2024-11-12
2024-06-30	$34,859,970	147,718	+1.8%	Shares	Other	2024-08-07
2024-03-31	$29,928,509	145,122	+22.1%	Shares	Defined	2024-05-02
2023-12-31	$19,256,022	118,813	+546.6%	Shares	Other	2024-01-31
2023-09-30	$2,544,157	18,376	-83.3%	Principal	Defined	2023-11-01
2023-09-30	$15,209,424	109,855	+13.8%	Shares	Sole	2023-11-01
2023-06-30	$13,955,481	96,551	+965410.0%	Shares	Sole	2023-07-31
2023-06-30	$1,445	10	-100.0%	Principal	Defined	2023-07-31
2023-03-31	$11,929,740	97,124	+4.5%	Shares	Sole	2023-05-02
2022-12-31	$9,049,036	92,925	+2.3%	Shares	Sole	2023-02-06
2022-09-30	$7,438,998	90,797	+4.6%	Shares	Sole	2022-11-02
2022-06-30	$7,900,339	86,836	+372.6%	Shares	Sole	2022-08-09
2022-06-30	$1,671,848	18,376	-78.9%	Principal	Defined	2022-08-09
2022-03-31	$11,461,195	86,959	+473.8%	Shares	Other	2022-04-29
2022-03-31	$1,997,429	15,155	-81.4%	Principal	Defined	2022-04-29
2021-12-31	$12,821,534	81,479	+1707.8%	Shares	Other	2022-02-03
2021-12-31	$709,221	4,507	-91.5%	Principal	Defined	2022-02-03
2021-09-30	$6,805,826	52,869	-32.7%	Principal	Defined	2021-11-05
2021-09-30	$10,114,057	78,568	+6.3%	Shares	Sole	2021-11-05
2021-06-30	$10,526,065	73,919	+70.4%	Shares	Other	2021-08-06
2021-06-30	$6,177,596	43,382	-38.5%	Principal	Defined	2021-08-06
2021-03-31	$9,417,730	70,492	+556.8%	Shares	Other	2021-05-03
2021-03-31	$1,433,795	10,732	-84.0%	Principal	Defined	2021-05-03
2020-12-31	$5,776,231	66,932	+181.3%	Shares	Other	2021-02-04
2020-09-30	$1,414,434	23,792	-59.8%	Principal	Defined	2020-11-02
2020-09-30	$3,516,705	59,154	+145.9%	Shares	Sole	2020-11-02
2020-06-30	$1,453,943	24,052	-54.2%	Principal	Defined	2020-08-11
2020-06-30	$3,172,174	52,476	0.0%	Shares	Other	2020-08-11
2020-03-31	$2,404,450	52,476	+130.7%	Shares	Other	2020-05-14
2020-03-31	$1,042,130	22,744	—	Principal	Defined	2020-05-14
No filing history on record for this holder in this stock.