Position in AMAT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$131,909,904
+$75,149,181 QoQ
Shares Held
182,448
+9.9% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#277
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, 2026IFM Investors Pty Ltd holds $378,192,279 across 6 Semiconductor Equipment & Materials names. AMAT ranks #1 (34.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
182,448 | $131,909,904 | |
| 2 | LRCX |
Lam Research Corp
|
287,229 | $124,464,942 | |
| 3 | KLAC |
Kla Corp
|
301,890 | $91,083,231 | |
| 4 | TER |
Teradyne, Inc
|
35,767 | $17,305,505 | |
| 5 | Q |
Qnity Electronics, Inc.
|
45,384 | $7,411,661 | |
| 6 | ENTG |
Entegris Inc
|
33,454 | $6,017,036 |
All Filings in AMAT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $131,909,904 | 182,448 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $56,760,723 | 166,069 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $41,288,013 | 160,660 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $32,643,950 | 159,441 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $29,427,953 | 160,747 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $23,011,823 | 158,571 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $26,037,550 | 160,103 | Shares | Sole | 2025-04-29 | |
| 2024-09-30 | $35,223,780 | 174,332 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $40,609,631 | 172,082 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $35,411,340 | 171,708 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $28,110,069 | 173,444 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $23,992,415 | 173,293 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $24,399,941 | 168,811 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $19,798,722 | 161,188 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $15,251,947 | 156,623 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $12,569,290 | 153,415 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $13,839,331 | 152,114 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $18,642,978 | 141,449 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $19,041,346 | 121,005 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $15,859,149 | 123,197 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $17,576,859 | 123,433 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $13,345,170 | 99,889 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $7,643,677 | 88,571 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $4,504,942 | 75,777 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $4,103,466 | 67,882 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $4,206,642 | 91,808 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||