Position in AMAT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$368,244,867
+$189,946,013 QoQ
Shares Held
509,329
-2.4% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#142
of 3,488 holders
Holding Since
Mar 2020
26 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, 2026STOREBRAND ASSET MANAGEMENT AS holds $1,109,976,229 across 9 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
|
509,329 | $368,244,867 | |
| 2 | LRCX |
Lam Research Corp
|
844,760 | $366,059,850 | |
| 3 | KLAC |
Kla Corp
|
929,769 | $280,520,604 | |
| 4 | TER |
Teradyne, Inc
|
91,877 | $44,453,767 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
209,749 | $18,086,656 | |
| 6 | Q |
Qnity Electronics, Inc.
|
85,144 | $13,904,866 | |
| 7 | ACMR |
ACM Research, Inc.
|
80,510 | $10,215,913 | |
| 8 | IPGP |
Ipg Photonics Corp
|
62,690 | $7,354,790 |
All Filings in AMAT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $368,244,867 | 509,329 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $178,298,854 | 521,662 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $132,294,854 | 514,786 | Shares | Sole | 2026-05-20 | |
| 2025-09-30 | $127,783,557 | 624,126 | Shares | Sole | 2026-06-03 | |
| 2025-06-30 | $116,846,624 | 638,262 | Shares | Sole | 2026-06-03 | |
| 2025-03-31 | $99,669,431 | 686,807 | Shares | Sole | 2026-06-03 | |
| 2024-12-31 | $113,166,248 | 695,851 | Shares | Sole | 2026-06-17 | |
| 2024-09-30 | $164,175,727 | 812,550 | Shares | Sole | 2026-06-17 | |
| 2024-06-30 | $177,964,778 | 754,120 | Shares | Sole | 2026-06-17 | |
| 2024-03-31 | $146,236,043 | 709,092 | Shares | Sole | 2026-06-17 | |
| 2023-12-31 | $115,712,955 | 713,969 | Shares | Sole | 2026-06-18 | |
| 2023-09-30 | $81,687,576 | 590,015 | Shares | Sole | 2026-06-18 | |
| 2023-06-30 | $79,375,586 | 549,160 | Shares | Sole | 2026-06-18 | |
| 2023-03-31 | $72,434,079 | 589,710 | Shares | Sole | 2026-06-18 | |
| 2022-12-31 | $55,272,790 | 567,599 | Shares | Sole | 2026-06-18 | |
| 2022-09-30 | $47,345,380 | 577,876 | Shares | Sole | 2026-06-18 | |
| 2022-06-30 | $51,015,670 | 560,735 | Shares | Sole | 2026-06-18 | |
| 2022-03-31 | $87,573,719 | 664,444 | Shares | Sole | 2026-06-18 | |
| 2021-12-31 | $108,382,644 | 688,756 | Shares | Sole | 2026-06-18 | |
| 2021-09-30 | $97,655,479 | 758,607 | Shares | Sole | 2026-06-18 | |
| 2021-06-30 | $114,200,670 | 801,971 | Shares | Sole | 2026-06-18 | |
| 2021-03-31 | $104,427,638 | 781,644 | Shares | Sole | 2026-06-18 | |
| 2020-12-31 | $52,043,560 | 603,054 | Shares | Sole | 2026-06-18 | |
| 2020-09-30 | $37,812,102 | 636,032 | Shares | Sole | 2026-06-18 | |
| 2020-06-30 | $38,611,530 | 638,735 | Shares | Sole | 2026-06-18 | |
| 2020-03-31 | $33,147,058 | 723,419 | Shares | Sole | 2026-06-18 | |
| No filing history on record for this holder in this stock. | ||||||