South Dakota Investment Council

Position in AMAT — Applied Materials Inc /De

CIK 1538846 SIOUX FALLS, SD

Position in AMAT

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$50,268,744

+$22,572,475 QoQ

Shares Held

69,528

-14.2% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

1.09%

of 13F equity value

Holder Rank

#461

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

South Dakota Investment Council holds $101,947,402 across 8 Semiconductor Equipment & Materials names. AMAT ranks #1 (49.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	69,528	$50,268,744
2	LRCX	Lam Research Corp	74,624	$32,336,817
3	ENTG	Entegris Inc	58,389	$10,501,845
4	KLAC	Kla Corp	12,080	$3,644,656
5	PLAB	Photronics Inc	53,762	$1,748,877
6	ACMR	ACM Research, Inc.	13,185	$1,673,044
7	ONTO	Onto Innovation Inc.	4,100	$1,551,645
8	Q	Qnity Electronics, Inc.	1,358	$221,774

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$50,268,744	69,528	-14.2%	Shares	Sole	2026-08-11
2026-03-31	$27,696,269	81,033	-12.9%	Shares	Sole	2026-05-18
2025-12-31	$23,912,662	93,049	-16.2%	Shares	Sole	2026-02-12
2025-09-30	$22,741,290	111,074	-7.3%	Shares	Sole	2025-11-12
2025-06-30	$21,926,476	119,771	0.0%	Shares	Sole	2025-08-05
2025-03-31	$17,381,167	119,771	+0.9%	Shares	Sole	2025-05-05
2024-12-31	$19,310,686	118,740	-9.7%	Shares	Sole	2025-02-04
2024-09-30	$26,565,736	131,481	-1.1%	Shares	Sole	2024-11-04
2024-06-30	$31,382,186	132,981	-1.0%	Shares	Sole	2024-08-08
2024-03-31	$27,707,000	134,350	0.0%	Shares	Sole	2024-05-02
2023-12-31	$21,774,104	134,350	-8.3%	Shares	Sole	2024-02-01
2023-09-30	$20,276,002	146,450	-27.8%	Shares	Sole	2023-11-07
2023-06-30	$29,333,236	202,942	-9.5%	Shares	Sole	2023-08-10
2023-03-31	$27,544,995	224,253	-0.1%	Shares	Sole	2023-05-10
2022-12-31	$21,857,233	224,453	-3.0%	Shares	Sole	2023-02-07
2022-09-30	$18,958,438	231,398	+12.3%	Shares	Sole	2022-11-09
2022-06-30	$18,750,796	206,098	+14.0%	Shares	Sole	2022-08-11
2022-03-31	$23,820,477	180,732	-25.0%	Shares	Sole	2022-05-10
2021-12-31	$37,926,907	241,020	-4.6%	Shares	Sole	2022-02-08
2021-09-30	$32,505,612	252,510	-4.1%	Shares	Sole	2021-11-09
2021-06-30	$37,496,768	263,320	-33.3%	Shares	Sole	2021-08-11
2021-03-31	$52,735,928	394,730	-0.6%	Shares	Sole	2021-05-13
2020-12-31	$34,263,257	397,025	-8.3%	Shares	Sole	2021-02-12
2020-09-30	$25,733,229	432,855	-0.1%	Shares	Sole	2020-11-06
2020-06-30	$26,203,563	433,475	-0.8%	Shares	Sole	2020-08-13
2020-03-31	$20,016,696	436,855	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.