Bank Julius Baer & Co. Ltd, Zurich

Bank

Position in AMAT — Applied Materials Inc /De

CIK 1544599 ZURICH, V8

Back to AMAT Full portfolio

Position in AMAT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,081,489,428

+$679,645,558 QoQ

Shares Held

1,495,836

+27.2% QoQ

Ownership

0.188%

of shares outstanding

% of Portfolio

2.95%

of 13F equity value

Holder Rank

#69

of 3,488 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Bank Julius Baer & Co. Ltd, Zurich holds $2,825,848,428 across 8 Semiconductor Equipment & Materials names. AMAT ranks #1 (38.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	1,495,836	$1,081,489,428
2	LRCX	Lam Research Corp	2,158,692	$935,426,004
3	KLAC	Kla Corp	1,754,288	$529,286,232
4	TER	Teradyne, Inc	526,661	$254,819,658
5	AMKR	Amkor Technology, Inc.	163,526	$14,100,846
6	Q	Qnity Electronics, Inc.	59,695	$9,748,790
7	ASML	Asml Holding NV	458	$911,163
8	ACLS	Axcelis Technologies Inc	350	$66,307

All Filings in AMAT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,081,489,428	1,495,836	+27.2%	Shares	Sole	2026-08-10
2026-03-31	$401,843,870	1,175,704	-3.5%	Shares	Sole	2026-05-05
2025-12-31	$312,969,874	1,217,829	+5.8%	Shares	Sole	2026-02-05
2025-09-30	$235,573,025	1,150,596	+0.0%	Shares	Sole	2025-11-13
2025-06-30	$210,587,983	1,150,314	-0.8%	Shares	Sole	2025-08-14
2025-03-31	$168,246,323	1,159,360	+5.5%	Shares	Sole	2025-09-17
2024-12-31	$178,693,615	1,098,774	+7.2%	Shares	Sole	2025-02-07
2024-09-30	$207,087,712	1,024,933	-10.2%	Shares	Sole	2024-11-14
2024-06-30	$269,355,918	1,141,387	-5.8%	Shares	Sole	2024-08-14
2024-03-31	$249,838,364	1,211,455	+37.2%	Shares	Sole	2024-05-14
2023-12-31	$143,079,285	882,824	+6.4%	Shares	Sole	2024-05-16
2023-09-30	$114,837,214	829,449	+1.6%	Shares	Sole	2023-11-13
2023-06-30	$117,942,760	815,987	-0.6%	Shares	Sole	2023-07-24
2023-03-31	$100,813,459	820,756	+0.4%	Shares	Sole	2023-05-11
2022-12-31	$79,597,827	817,394	+0.9%	Shares	Sole	2023-01-24
2022-09-30	$66,380,259	810,207	-0.0%	Shares	Sole	2022-11-04
2022-06-30	$73,728,918	810,386	-2.4%	Shares	Sole	2022-07-22
2022-03-31	$109,408,761	830,112	-0.1%	Shares	Sole	2022-05-09
2021-12-31	$130,731,540	830,780	+21.5%	Shares	Sole	2022-02-15
2021-09-30	$88,051,834	684,004	+15.3%	Shares	Sole	2021-11-12
2021-06-30	$84,506,995	593,448	+5.2%	Shares	Sole	2021-07-23
2021-03-31	$75,368,569	564,136	+619.4%	Shares	Sole	2021-05-10
2020-12-31	$6,767,041	78,413	-12.9%	Shares	Sole	2021-02-24
2020-09-30	$5,351,510	90,017	+73.3%	Shares	Sole	2020-11-10
2020-06-30	$3,140,800	51,957	-16.1%	Shares	Sole	2020-08-12
2020-03-31	$2,835,937	61,893	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.