Connor, Clark & Lunn Investment Management Ltd.

Position in AMAT — Applied Materials Inc /De

CIK 1596800 VANCOUVER, A1

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Position in AMAT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$73,216,764

+$56,476,574 QoQ

Shares Held

101,268

+106.8% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#381

of 3,488 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Connor, Clark & Lunn Investment Management Ltd. holds $1,309,532,918 across 18 Semiconductor Equipment & Materials names. AMAT ranks #3 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	275,301	$547,694,793
2	LRCX	Lam Research Corp	774,460	$335,596,751
3	AMAT	Applied Materials Inc /De This page	101,268	$73,216,764
4	AEHR	Aehr Test Systems	670,758	$64,433,012
5	FORM	Formfactor Inc	378,075	$60,465,534
6	AMBA	Ambarella Inc	685,726	$58,835,290
7	COHU	Cohu Inc	521,220	$38,523,370
8	AMKR	Amkor Technology, Inc.	413,254	$35,634,892

All Filings in AMAT

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23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$73,216,764	101,268	+106.8%	Shares	Sole	2026-08-13
2026-03-31	$16,740,190	48,978	-85.0%	Shares	Sole	2026-05-11
2025-09-30	$66,758,343	326,064	+222.8%	Shares	Sole	2025-11-13
2025-06-30	$18,490,802	101,004	+681.1%	Shares	Sole	2025-08-07
2025-03-31	$1,876,546	12,931	-78.3%	Shares	Sole	2025-05-12
2024-12-31	$9,675,021	59,491	+3670.0%	Shares	Sole	2025-02-10
2024-09-30	$318,834	1,578	-99.0%	Shares	Sole	2024-11-08
2024-03-31	$32,130,427	155,799	-59.4%	Shares	Sole	2024-05-09
2023-12-31	$62,263,890	384,179	-14.0%	Shares	Sole	2024-02-09
2023-09-30	$61,870,812	446,882	+69.0%	Shares	Sole	2023-11-13
2023-06-30	$38,226,060	264,467	+54.4%	Shares	Sole	2023-08-10
2023-03-31	$21,045,815	171,341	+16.8%	Shares	Sole	2023-05-10
2022-12-31	$14,284,672	146,690	+4686.0%	Shares	Sole	2023-02-10
2022-06-30	$278,853	3,065	-92.2%	Shares	Sole	2022-08-05
2022-03-31	$5,184,353	39,335	+23.2%	Shares	Sole	2022-05-12
2021-12-31	$5,022,931	31,920	+44.8%	Shares	Sole	2022-02-10
2021-09-30	$2,837,724	22,044	-87.0%	Shares	Sole	2021-11-12
2021-06-30	$24,185,785	169,844	+480.8%	Shares	Sole	2021-08-12
2021-03-31	$3,906,731	29,242	-85.3%	Shares	Sole	2021-05-13
2020-12-31	$17,174,217	199,006	+160.3%	Shares	Sole	2021-02-16
2020-09-30	$4,545,071	76,452	+249.9%	Shares	Sole	2020-11-12
2020-06-30	$1,320,892	21,851	+0.8%	Shares	Sole	2020-08-13
2020-03-31	$993,056	21,673	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.