State of Tennessee, Department of Treasury

Position in AMAT — Applied Materials Inc /De

CIK 1587973 NASHVILLE, TN

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Position in AMAT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$205,681,932

+$100,632,434 QoQ

Shares Held

284,484

-7.4% QoQ

Ownership

0.036%

of shares outstanding

% of Portfolio

0.73%

of 13F equity value

Holder Rank

#213

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, 2026

State of Tennessee, Department of Treasury holds $702,542,956 across 20 Semiconductor Equipment & Materials names. AMAT ranks #1 (29.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	284,484	$205,681,932
2	LRCX	Lam Research Corp	441,754	$191,425,260
3	KLAC	Kla Corp	451,194	$136,129,741
4	ASML	Asml Holding NV	40,282	$80,138,618
5	TER	Teradyne, Inc	51,600	$24,966,144
6	Q	Qnity Electronics, Inc.	71,673	$11,704,917
7	ENTG	Entegris Inc	58,764	$10,569,293
8	NVMI	Nova Ltd.	19,352	$10,506,974

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	$205,681,932	284,484	-7.4%	Shares	Sole	2026-08-14
2026-03-31	$105,049,498	307,351	+2.7%	Shares	Sole	2026-05-15
2025-12-31	$76,882,156	299,164	+4.0%	Shares	Sole	2026-02-18
2025-09-30	$58,868,687	287,529	+0.9%	Shares	Sole	2025-11-14
2025-06-30	$52,172,387	284,986	-2.8%	Shares	Sole	2025-08-15
2025-03-31	$42,547,152	293,186	-1.9%	Shares	Sole	2025-05-13
2024-12-31	$48,624,581	298,989	-2.4%	Shares	Sole	2025-02-13
2024-09-30	$61,899,229	306,356	-4.0%	Shares	Sole	2024-11-14
2024-06-30	$75,298,509	319,075	+0.2%	Shares	Sole	2024-08-13
2024-03-31	$65,667,962	318,421	-6.7%	Shares	Sole	2024-05-14
2023-12-31	$55,312,546	341,288	+12.1%	Shares	Sole	2024-02-14
2023-09-30	$42,169,377	304,582	+36.4%	Shares	Sole	2023-11-14
2023-06-30	$32,272,602	223,278	-18.1%	Shares	Sole	2023-08-15
2023-03-31	$33,496,231	272,704	-0.5%	Shares	Sole	2023-05-12
2022-12-31	$26,689,032	274,071	-0.2%	Shares	Sole	2023-02-15
2022-09-30	$22,505,433	274,691	-1.3%	Shares	Sole	2023-01-26
2022-06-30	$25,308,815	278,180	-52.2%	Shares	Sole	2022-08-15
2022-03-31	$76,630,364	581,414	-4.1%	Shares	Sole	2022-05-11
2021-12-31	$95,425,778	606,417	+51.0%	Shares	Sole	2022-02-15
2021-09-30	$51,683,163	401,485	+28.7%	Shares	Sole	2021-11-12
2021-06-30	$44,412,423	311,885	-36.8%	Shares	Sole	2021-08-11
2021-03-31	$65,945,627	493,605	+7.8%	Shares	Sole	2021-05-10
2020-12-31	$39,528,678	458,038	+84.3%	Shares	Sole	2021-02-09
2020-09-30	$14,776,178	248,548	-38.4%	Shares	Sole	2020-11-16
2020-06-30	$24,386,556	403,417	-39.1%	Shares	Sole	2020-08-13
2020-03-31	$30,333,068	662,005	—	Shares	Sole	2020-05-28
No filing history on record for this holder in this stock.