Position in AMAT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$39,707,883
+$22,240,022 QoQ
Shares Held
54,921
+7.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#513
of 3,497 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $119,578,724 across 19 Semiconductor Equipment & Materials names. AMAT ranks #1 (33.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
54,921 | $39,707,883 | |
| 2 | LRCX |
Lam Research Corp
|
67,276 | $29,152,709 | |
| 3 | KLAC |
Kla Corp
|
54,263 | $16,371,689 | |
| 4 | ASML |
Asml Holding NV
|
5,611 | $11,162,747 | |
| 5 | ONTO |
Onto Innovation Inc.
|
21,878 | $8,279,729 | |
| 6 | TER |
Teradyne, Inc
|
9,114 | $4,409,717 | |
| 7 | Q |
Qnity Electronics, Inc.
|
14,255 | $2,327,984 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
16,104 | $1,388,647 |
All Filings in AMAT
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,707,883 | 54,921 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $17,467,861 | 51,107 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $12,107,312 | 47,112 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $9,371,154 | 45,771 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $8,315,039 | 45,420 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $5,396,722 | 37,188 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $6,215,718 | 38,220 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $5,978,659 | 29,590 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $6,993,799 | 29,636 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $5,571,303 | 27,015 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $5,240,533 | 32,335 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,874,613 | 13,540 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,952,590 | 13,509 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,812,110 | 14,753 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,369,844 | 14,067 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,320,629 | 16,119 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,413,192 | 15,533 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,331,278 | 17,688 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,438,135 | 15,494 | Shares | Sole | 2022-02-22 | |
| 2021-06-30 | $496,833 | 3,489 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $441,948 | 3,308 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $278,749 | 3,230 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||