Position in AMAT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$118,872,768
+$65,281,805 QoQ
Shares Held
164,416
+4.9% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
1.84%
of 13F equity value
Holder Rank
#292
of 3,488 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Union Bancaire Privee, UBP SA holds $160,353,730 across 7 Semiconductor Equipment & Materials names. AMAT ranks #1 (74.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
164,416 | $118,872,768 | |
| 2 | TER |
Teradyne, Inc
|
31,436 | $15,209,994 | |
| 3 | KLAC |
Kla Corp
|
45,556 | $13,744,700 | |
| 4 | UCTT |
Ultra Clean Holdings, Inc.
|
55,316 | $7,887,508 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
49,811 | $4,295,202 | |
| 6 | ENTG |
Entegris Inc
|
1,584 | $284,898 | |
| 7 | IPGP |
Ipg Photonics Corp
|
500 | $58,660 |
All Filings in AMAT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $118,872,768 | 164,416 | Shares | Defined | 2026-07-16 | |
| 2026-03-31 | $53,590,963 | 156,795 | Shares | Defined | 2026-04-22 | |
| 2025-12-31 | $40,314,535 | 156,872 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $9,837,757 | 48,050 | Shares | Defined | 2025-10-07 | |
| 2025-06-30 | $8,831,113 | 48,239 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $10,943,644 | 75,411 | Shares | Defined | 2025-04-16 | |
| 2024-12-31 | $15,303,157 | 94,098 | Shares | Defined | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||