Lombard Odier Asset Management (Switzerland) SA

Position in AMAT — Applied Materials Inc /De

CIK 1535660 PETIT-LANCY, V8

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Position in AMAT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$31,720,902

+$15,496,131 QoQ

Shares Held

43,874

-7.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.01%

of 13F equity value

Holder Rank

#563

of 3,497 holders

Holding Since

Mar 2020

24 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

Lombard Odier Asset Management (Switzerland) SA holds $91,269,796 across 6 Semiconductor Equipment & Materials names. AMAT ranks #1 (34.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	43,874	$31,720,902
2	LRCX	Lam Research Corp	66,681	$28,894,877
3	KLAC	Kla Corp	84,570	$25,515,614
4	TER	Teradyne, Inc	6,441	$3,116,413
5	Q	Qnity Electronics, Inc.	7,205	$1,176,648
6	ENTG	Entegris Inc	4,700	$845,342

All Filings in AMAT

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24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$31,720,902	43,874	-7.6%	Shares	Other	2026-08-14
2026-03-31	$16,224,771	47,470	+0.8%	Shares	Other	2026-05-15
2025-12-31	$12,099,089	47,080	-84.2%	Shares	Other	2026-02-17
2025-09-30	$8,446,911	298,372	+404.8%	Shares	Other	2025-11-14
2025-06-30	$10,821,450	59,111	-2.8%	Shares	Other	2025-08-14
2025-03-31	$8,825,037	60,812	+74.4%	Shares	Other	2025-05-15
2024-12-31	$5,671,721	34,875	+14.5%	Shares	Other	2025-02-14
2024-09-30	$6,155,453	30,465	+17.8%	Shares	Other	2024-11-14
2024-06-30	$6,104,117	25,866	-9.0%	Shares	Other	2024-08-14
2024-03-31	$5,860,644	28,418	+113.7%	Shares	Other	2024-05-15
2023-12-31	$2,154,720	13,295	+20.7%	Shares	Other	2024-02-14
2023-09-30	$1,524,749	11,013	-5.3%	Shares	Other	2023-11-14
2023-06-30	$1,680,711	11,628	-74.5%	Shares	Other	2023-08-14
2023-03-31	$5,595,643	45,556	+10.7%	Shares	Other	2023-05-15
2022-12-31	$4,006,992	41,148	+83.5%	Shares	Other	2023-02-14
2022-09-30	$1,836,952	22,421	-35.0%	Shares	Other	2022-11-14
2022-06-30	$3,139,992	34,513	+186.3%	Shares	Other	2022-08-15
2022-03-31	$1,588,585	12,053	+107.0%	Shares	Other	2022-05-16
2021-12-31	$916,307	5,823	-42.2%	Shares	Other	2022-02-14
2021-09-30	$1,297,469	10,079	+17.2%	Shares	Other	2021-11-12
2021-06-30	$1,224,497	8,599	+69.4%	Shares	Other	2021-08-13
2021-03-31	$678,153	5,076	-32.6%	Shares	Other	2021-05-17
2020-09-30	$447,777	7,532	-59.0%	Shares	Other	2020-11-16
2020-03-31	$842,446	18,386	—	Shares	Other	2020-05-15
No filing history on record for this holder in this stock.