Covea Finance

Position in AMAT — Applied Materials Inc /De

CIK 1636948 PARIS, I0

Position in AMAT

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

Position Value

$40,566,807

+$16,060,464 QoQ

Shares Held

56,109

-21.7% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

1.29%

of 13F equity value

Holder Rank

#502

of 3,488 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Covea Finance holds $59,769,635 across 3 Semiconductor Equipment & Materials names. AMAT ranks #1 (67.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	56,109	$40,566,807
2	AMKR	Amkor Technology, Inc.	162,655	$14,025,740
3	TER	Teradyne, Inc	10,700	$5,177,088

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$40,566,807	56,109	-21.7%	Shares	Sole	2026-07-13
2026-03-31	$24,506,343	71,700	—	Shares	Sole	2026-04-15
No filing history on record for this holder in this stock.