Position in AMAT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$14,235,147
+$7,351,155 QoQ
Shares Held
19,689
-2.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.73%
of 13F equity value
Holder Rank
#797
of 3,488 holders
Holding Since
Jun 2020
23 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, 2026Stanley-Laman Group, Ltd. holds $118,632,963 across 7 Semiconductor Equipment & Materials names. AMAT ranks #5 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
63,629 | $27,572,354 | |
| 2 | KLAC |
Kla Corp
|
75,444 | $22,762,209 | |
| 3 | ASML |
Asml Holding NV
|
9,077 | $18,058,145 | |
| 4 | COHU |
Cohu Inc
|
206,620 | $15,271,284 | |
| 5 | AMAT |
Applied Materials Inc /De
This page
|
19,689 | $14,235,147 | |
| 6 | ONTO |
Onto Innovation Inc.
|
29,021 | $10,982,997 | |
| 7 | TER |
Teradyne, Inc
|
20,153 | $9,750,827 |
All Filings in AMAT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,235,147 | 19,689 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $6,883,992 | 20,141 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $535,824 | 2,085 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $424,221 | 2,072 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $320,372 | 1,750 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $395,452 | 2,725 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $4,085,102 | 25,119 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $5,232,488 | 25,897 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $5,724,409 | 24,257 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $4,349,803 | 21,092 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $3,154,206 | 19,462 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $2,790,459 | 20,155 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $3,001,662 | 20,767 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,592,695 | 21,108 | Shares | Sole | 2023-04-18 | |
| 2022-06-30 | $3,100,689 | 34,081 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $4,055,222 | 30,768 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $4,537,632 | 28,836 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $4,011,870 | 31,165 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $4,670,150 | 32,796 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $4,232,982 | 31,684 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $2,583,908 | 29,941 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,883,257 | 31,678 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $1,769,431 | 29,271 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||