Position in AMAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$62,908,230
+$34,373,209 QoQ
Shares Held
87,010
+4.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#411
of 3,488 holders
Holding Since
Mar 2020
26 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, 2026Candriam S.C.A. holds $685,185,929 across 6 Semiconductor Equipment & Materials names. AMAT ranks #4 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
713,392 | $309,134,155 | |
| 2 | KLAC |
Kla Corp
|
760,861 | $229,559,372 | |
| 3 | ENTG |
Entegris Inc
|
381,306 | $68,581,697 | |
| 4 | AMAT |
Applied Materials Inc /De
This page
|
87,010 | $62,908,230 | |
| 5 | Q |
Qnity Electronics, Inc.
|
46,263 | $7,555,210 | |
| 6 | TER |
Teradyne, Inc
|
15,392 | $7,447,265 |
All Filings in AMAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,908,230 | 87,010 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $28,535,021 | 83,487 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $18,931,425 | 73,666 | Shares | Sole | 2026-04-30 | |
| 2025-09-30 | $36,744,073 | 179,467 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $51,530,909 | 281,482 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $50,768,925 | 349,841 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $73,232,939 | 450,304 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $93,639,062 | 463,445 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $159,660,449 | 676,556 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $129,096,886 | 625,985 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $63,514,098 | 391,893 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $50,350,942 | 363,676 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $19,927,584 | 137,869 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $73,839,990 | 601,156 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $60,132,344 | 617,502 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $46,578,269 | 568,513 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $43,819,970 | 481,644 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $72,604,928 | 550,872 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $101,923,959 | 647,712 | Shares | Other | 2022-02-10 | |
| 2021-09-30 | $83,437,121 | 648,156 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $91,381,924 | 641,727 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $76,803,566 | 574,877 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $49,612,143 | 574,880 | Shares | Other | 2021-01-22 | |
| 2020-09-30 | $33,930,135 | 570,734 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $36,856,485 | 609,702 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $16,842,836 | 367,587 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||