Position in AMAT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$108,479,643
+$60,326,901 QoQ
Shares Held
150,041
+6.5% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#299
of 3,488 holders
Holding Since
Jun 2020
25 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, 2026USS Investment Management Ltd holds $758,359,958 across 14 Semiconductor Equipment & Materials names. AMAT ranks #2 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
1,573,410 | $474,713,531 | |
| 2 | AMAT |
Applied Materials Inc /De
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|
150,041 | $108,479,643 | |
| 3 | LRCX |
Lam Research Corp
|
236,445 | $102,458,711 | |
| 4 | ENTG |
Entegris Inc
|
124,279 | $22,352,820 | |
| 5 | TER |
Teradyne, Inc
|
32,936 | $15,935,754 | |
| 6 | ASML |
Asml Holding NV
|
6,100 | $12,135,583 | |
| 7 | Q |
Qnity Electronics, Inc.
|
53,040 | $8,661,962 | |
| 8 | NVMI |
Nova Ltd.
|
13,023 | $7,070,707 |
All Filings in AMAT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,479,643 | 150,041 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $48,152,742 | 140,884 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $39,341,828 | 153,087 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $31,373,538 | 153,236 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $28,854,028 | 157,612 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $22,679,498 | 156,281 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $28,896,748 | 177,684 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $36,166,950 | 179,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $44,349,128 | 187,928 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $36,299,160 | 176,013 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $27,877,984 | 172,012 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $26,072,765 | 188,319 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $26,865,216 | 185,867 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $23,665,287 | 192,667 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $18,761,912 | 192,667 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $16,620,729 | 202,865 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $23,615,223 | 259,565 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $36,203,087 | 274,682 | Shares | Sole | 2022-07-18 | |
| 2021-12-31 | $41,930,932 | 266,465 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $34,302,039 | 266,465 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $18,461,163 | 129,643 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $17,320,304 | 129,643 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $11,188,190 | 129,643 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $7,760,781 | 130,543 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $7,674,973 | 126,964 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||