ARIZONA STATE RETIREMENT SYSTEM
PensionPosition in AMAT — Applied Materials Inc /De
CIK 1558481
PHOENIX, AZ
Position in AMAT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$159,212,553
+$84,957,651 QoQ
Shares Held
220,211
+1.4% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#249
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, 2026ARIZONA STATE RETIREMENT SYSTEM holds $484,634,839 across 21 Semiconductor Equipment & Materials names. AMAT ranks #1 (32.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
220,211 | $159,212,553 | |
| 2 | LRCX |
Lam Research Corp
|
346,510 | $150,153,178 | |
| 3 | KLAC |
Kla Corp
|
363,713 | $109,735,849 | |
| 4 | TER |
Teradyne, Inc
|
44,887 | $21,718,126 | |
| 5 | Q |
Qnity Electronics, Inc.
|
60,049 | $9,806,602 | |
| 6 | ENTG |
Entegris Inc
|
43,652 | $7,851,248 | |
| 7 | ONTO |
Onto Innovation Inc.
|
13,726 | $5,194,604 | |
| 8 | FORM |
Formfactor Inc
|
21,510 | $3,440,094 |
All Filings in AMAT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $159,212,553 | 220,211 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $74,254,902 | 217,253 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $58,192,301 | 226,438 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $47,982,456 | 234,358 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $43,468,323 | 237,441 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $34,633,903 | 238,657 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $38,802,379 | 238,593 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $47,949,091 | 237,313 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $56,845,743 | 240,882 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $49,183,586 | 238,489 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $40,024,158 | 246,956 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $32,908,595 | 237,693 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $34,916,961 | 241,573 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $28,852,889 | 234,901 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $22,826,845 | 234,410 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $19,374,314 | 236,474 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $22,049,548 | 242,356 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $32,655,163 | 247,763 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $38,914,341 | 247,295 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $32,942,135 | 255,901 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $36,611,894 | 257,106 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $34,384,231 | 257,367 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $22,742,207 | 263,525 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $16,569,963 | 278,721 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $13,040,032 | 215,716 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $8,264,232 | 180,363 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||