Tredje AP-fonden

Position in AMAT — Applied Materials Inc /De

CIK 1650290 SE-111 91 STOCKHOLM, V7

Position in AMAT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$201,654,822

+$122,418,330 QoQ

Shares Held

278,914

+20.3% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

0.95%

of 13F equity value

Holder Rank

#216

of 3,487 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Tredje AP-fonden holds $541,426,002 across 5 Semiconductor Equipment & Materials names. AMAT ranks #1 (37.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	278,914	$201,654,822
2	LRCX	Lam Research Corp	417,222	$180,794,809
3	KLAC	Kla Corp	425,000	$128,226,750
4	TER	Teradyne, Inc	45,349	$21,941,660
5	Q	Qnity Electronics, Inc.	53,934	$8,807,961

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$201,654,822	278,914	+20.3%	Shares	Sole	2026-08-10
2026-03-31	$79,236,492	231,828	+71.7%	Shares	Sole	2026-05-12
2025-06-30	$24,714,450	135,000	+381.3%	Shares	Sole	2025-08-05
2025-03-31	$4,070,470	28,049	-89.5%	Shares	Sole	2025-05-08
2024-12-31	$43,402,857	266,881	-2.4%	Shares	Sole	2025-02-10
2024-09-30	$55,270,575	273,549	+22.1%	Shares	Sole	2024-11-08
2024-06-30	$52,889,842	224,119	+1.0%	Shares	Sole	2024-08-12
2024-03-31	$45,759,549	221,886	+18.7%	Shares	Sole	2024-05-13
2023-12-31	$30,288,614	186,886	-33.4%	Shares	Sole	2024-02-12
2023-09-30	$38,854,054	280,636	+159.6%	Shares	Sole	2023-11-09
2023-06-30	$15,624,195	108,096	-24.8%	Shares	Sole	2023-08-11
2023-03-31	$17,657,917	143,759	-34.7%	Shares	Sole	2023-05-10
2022-12-31	$21,428,761	220,053	+7.7%	Shares	Sole	2023-02-10
2022-09-30	$16,739,200	204,311	-20.6%	Shares	Sole	2022-11-10
2022-06-30	$23,424,711	257,471	+1.1%	Shares	Sole	2022-08-11
2022-03-31	$33,578,949	254,772	+1.6%	Shares	Sole	2022-05-09
2021-12-31	$39,455,030	250,731	-31.1%	Shares	Sole	2022-02-10
2021-09-30	$46,876,128	364,143	-34.5%	Shares	Sole	2021-11-10
2021-06-30	$79,194,763	556,143	+4.5%	Shares	Sole	2021-08-06
2021-03-31	$71,094,304	532,143	+2.7%	Shares	Sole	2021-05-10
2020-12-31	$44,715,740	518,143	0.0%	Shares	Sole	2021-02-12
2020-09-30	$30,803,601	518,143	+100.7%	Shares	Sole	2020-11-10
2020-06-30	$15,604,744	258,143	+58.2%	Shares	Sole	2020-08-11
2020-03-31	$7,475,212	163,143	—	Shares	Sole	2020-05-28
No filing history on record for this holder in this stock.