Bank Julius Baer & Co. Ltd, Zurich

Bank

Position in AMAT — Applied Materials Inc /De

CIK 1544599 ZURICH, V8

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Position in AMAT

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$401,843,870

+$88,873,996 QoQ

Shares Held

1,175,704

-3.5% QoQ

Ownership

0.148%

of shares outstanding

% of Portfolio

1.26%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 98.44918448861279.ToString("F0")% Shared 0.ToString("F0")% None 1.55081551138722.ToString("F0")%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Mar 31, 2026

Bank Julius Baer & Co. Ltd, Zurich holds $1,191,370,815 across 8 Semiconductor Equipment & Materials names. AMAT ranks #2 (33.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	2,211,855	$472,584,939
2	AMAT	Applied Materials Inc /De This page	1,175,704	$401,843,870
3	KLAC	Kla Corp	129,691	$190,958,325
4	TER	Teradyne, Inc	384,899	$114,107,157
5	AMKR	Amkor Technology, Inc.	127,933	$5,760,822
6	Q	Qnity Electronics, Inc.	44,091	$5,087,219
7	ASML	Asml Holding NV	754	$995,905
8	ACLS	Axcelis Technologies Inc	350	$32,578

All Filings in AMAT

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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	+359.4%	Shares	Sole	2024-05-14
2023-12-31	$42,741,424	263,722	-68.2%	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.