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Artemis Investment Management LLP

Position in AMAT — Applied Materials Inc /De

CIK 1535385 EDINBURGH, X0

Position in AMAT

as of Jun 30, 2026 · filed Jul 23, 2026
Position Value
$105,970,833
+$44,048,739 QoQ
Shares Held
146,571
-19.1% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#307
of 3,502 holders
Holding Since
Mar 2020
9 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

Artemis Investment Management LLP holds $455,654,068 across 3 Semiconductor Equipment & Materials names. AMAT ranks #2 (23.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 AMAT
Applied Materials Inc /De
This page
146,571 $105,970,833

All Filings in AMAT

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9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $105,970,833 146,571
2026-03-31 $61,922,094 181,170
2025-12-31 $42,795,002 166,524
2021-12-31 $78,747,664 500,430
2021-09-30 $63,010,760 489,480
2021-06-30 $64,901,220 455,767
2021-03-31 $112,794,338 844,269
2020-06-30 $2,959,511 48,958
2020-03-31 $9,097,927 198,558