BANQUE PICTET & CIE SA

Position in AMAT — Applied Materials Inc /De

CIK 1535602 GENEVA 73, V8

Position in AMAT

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$36,515,838

+$18,259,809 QoQ

Shares Held

50,506

-5.4% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#529

of 3,488 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

BANQUE PICTET & CIE SA holds $71,860,441 across 4 Semiconductor Equipment & Materials names. AMAT ranks #1 (50.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	50,506	$36,515,838
2	LRCX	Lam Research Corp	67,344	$29,182,175
3	ASML	Asml Holding NV	2,679	$5,329,709
4	KLAC	Kla Corp	2,760	$832,719

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$36,515,838	50,506	-5.4%	Shares	Sole	2026-07-24
2026-03-31	$18,256,029	53,413	-9.8%	Shares	Sole	2026-04-14
2025-12-31	$15,221,003	59,228	+2.3%	Shares	Sole	2026-01-16
2025-09-30	$11,851,579	57,886	-0.0%	Shares	Sole	2025-10-21
2025-06-30	$10,600,851	57,906	-3.9%	Shares	Sole	2025-07-16
2025-03-31	$8,741,883	60,239	+1.8%	Shares	Sole	2025-04-30
2024-12-31	$9,627,370	59,198	+8.4%	Shares	Sole	2025-01-30
2024-09-30	$11,031,727	54,599	+2.6%	Shares	Sole	2024-10-21
2024-06-30	$12,559,387	53,220	+10.0%	Shares	Sole	2024-07-25
2024-03-31	$9,973,489	48,361	-10.0%	Shares	Sole	2024-05-06
2023-12-31	$8,711,100	53,749	-13.0%	Shares	Sole	2024-02-09
2023-09-30	$8,551,641	61,767	-6.6%	Shares	Sole	2023-11-27
2023-06-30	$9,554,094	66,100	+9.3%	Shares	Sole	2023-08-04
2023-03-31	$7,429,126	60,483	-4.1%	Shares	Sole	2023-05-01
2022-12-31	$6,139,127	63,043	-4.6%	Shares	Sole	2023-02-06
2022-09-30	$5,412,050	66,057	+15.1%	Shares	Sole	2022-11-10
2022-06-30	$5,222,252	57,400	-1.9%	Shares	Sole	2022-08-08
2022-03-31	$7,708,059	58,483	+6.9%	Shares	Sole	2022-05-04
2021-12-31	$8,606,647	54,694	+21.1%	Shares	Sole	2022-02-02
2021-09-30	$5,811,902	45,148	-0.1%	Shares	Sole	2021-11-12
2021-06-30	$6,432,777	45,174	-36.8%	Shares	Sole	2021-08-12
2021-03-31	$9,544,250	71,439	-3.6%	Shares	Sole	2021-05-11
2020-12-31	$6,392,154	74,069	-5.7%	Shares	Sole	2021-02-10
2020-09-30	$4,668,667	78,531	-1.2%	Shares	Sole	2020-11-10
2020-06-30	$4,805,110	79,489	-17.7%	Shares	Sole	2020-08-13
2020-03-31	$4,427,769	96,634	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.