TOKIO MARINE ASSET MANAGEMENT CO LTD

Position in AMAT — Applied Materials Inc /De

CIK 1504169 Tokyo, M0

Back to AMAT Full portfolio

Position in AMAT

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

Position Value

$21,211,374

+$11,342,872 QoQ

Shares Held

29,338

+1.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

#669

of 3,488 holders

Holding Since

Jun 2020

25 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

TOKIO MARINE ASSET MANAGEMENT CO LTD holds $61,854,419 across 8 Semiconductor Equipment & Materials names. AMAT ranks #1 (34.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	29,338	$21,211,374
2	LRCX	Lam Research Corp	46,482	$20,142,045
3	KLAC	Kla Corp	52,440	$15,821,672
4	TER	Teradyne, Inc	6,759	$3,270,274
5	Q	Qnity Electronics, Inc.	7,907	$1,291,292
6	COHU	Cohu Inc	752	$55,580
7	AMBA	Ambarella Inc	522	$44,787
8	UCTT	Ultra Clean Holdings, Inc.	122	$17,395

All Filings in AMAT

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,211,374	29,338	+1.6%	Shares	Defined	2026-07-30
2026-03-31	$9,868,502	28,873	+2.4%	Shares	Defined	2026-05-13
2025-12-31	$7,248,145	28,204	+5.2%	Shares	Defined	2026-01-27
2025-09-30	$5,486,827	26,799	+2.5%	Shares	Defined	2025-10-27
2025-06-30	$4,785,815	26,142	-62.3%	Shares	Defined	2025-08-12
2025-03-31	$10,054,494	69,284	+12.7%	Shares	Defined	2025-05-13
2024-12-31	$9,999,142	61,484	+166.7%	Shares	Defined	2025-01-24
2024-09-30	$4,658,262	23,055	+3.5%	Shares	Defined	2024-11-06
2024-06-30	$5,259,037	22,285	+5.0%	Shares	Defined	2024-07-26
2024-03-31	$4,377,644	21,227	+10.2%	Shares	Defined	2024-05-02
2023-12-31	$3,123,088	19,270	+2.6%	Shares	Defined	2024-02-02
2023-09-30	$2,599,814	18,778	+11.0%	Shares	Sole	2023-11-02
2023-06-30	$2,445,472	16,919	+3.1%	Shares	Sole	2023-07-28
2023-03-31	$2,015,763	16,411	+16.7%	Shares	Defined	2023-05-11
2022-12-31	$1,368,870	14,057	-4.3%	Shares	Defined	2023-01-26
2022-09-30	$1,202,814	14,681	+10.1%	Shares	Defined	2022-11-10
2022-06-30	$1,213,036	13,333	+35.6%	Shares	Defined	2022-08-09
2022-03-31	$1,295,462	9,829	+11.6%	Shares	Defined	2022-05-13
2021-12-31	$1,386,026	8,808	+4.0%	Shares	Defined	2022-01-26
2021-09-30	$1,089,956	8,467	+8.5%	Shares	Defined	2021-11-15
2021-06-30	$1,111,574	7,806	-1.9%	Shares	Defined	2021-08-12
2021-03-31	$1,063,456	7,960	+33.0%	Shares	Defined	2021-05-17
2020-12-31	$516,505	5,985	+16.6%	Shares	Defined	2021-02-16
2020-09-30	$305,156	5,133	+13.9%	Shares	Defined	2020-11-09
2020-06-30	$272,448	4,507	—	Shares	Defined	2020-08-07
No filing history on record for this holder in this stock.