Position in AMAT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,525,166
+$2,935,082 QoQ
Shares Held
7,642
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#256
of 1,134 holders
Holding Since
Jun 2020
16 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, 2026Perpetual Ltd holds $76,231,092 across 6 Semiconductor Equipment & Materials names. AMAT ranks #3 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLIC |
Kulicke & Soffa Industries Inc
|
228,606 | $30,578,337 | |
| 2 | Q |
Qnity Electronics, Inc.
|
177,807 | $29,037,659 | |
| 3 | AMAT |
Applied Materials Inc /De
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|
7,642 | $5,525,166 | |
| 4 | LRCX |
Lam Research Corp
|
12,545 | $5,436,124 | |
| 5 | KLAC |
Kla Corp
|
12,161 | $3,669,095 | |
| 6 | TER |
Teradyne, Inc
|
4,102 | $1,984,711 |
All Filings in AMAT
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,525,166 | 7,642 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,590,084 | 7,578 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,843,903 | 7,175 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,132,211 | 5,530 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,281,856 | 7,002 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $621,839 | 4,285 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $623,197 | 3,832 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,661,658 | 8,224 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $3,512,710 | 14,885 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,134,695 | 15,200 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,153,451 | 7,117 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $3,464,433 | 25,023 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $5,381,802 | 37,234 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $6,045,568 | 49,219 | Shares | Sole | 2023-05-08 | |
| 2020-09-30 | $285,835 | 4,808 | Shares | Sole | 2020-12-08 | |
| 2020-06-30 | $241,800 | 4,000 | Shares | Sole | 2020-12-08 | |
| No filing history on record for this holder in this stock. | ||||||