Position in AMAT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$855,309
+$650,253 QoQ
Shares Held
1,183
-17.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,239
of 3,488 holders
Holding Since
Jun 2021
2 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, 2026Renaissance Investment Group LLC holds $1,066,189 across 2 Semiconductor Equipment & Materials names. AMAT ranks #1 (80.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
1,183 | $855,309 | |
| 2 | ASML |
Asml Holding NV
|
106 | $210,880 |
All Filings in AMAT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $855,309 | 1,183 | Shares | Sole | 2026-07-08 | |
| 2021-06-30 | $205,056 | 1,440 | Shares | Sole | 2021-07-08 | |
| No filing history on record for this holder in this stock. | ||||||