Aberdeen Group plc

Position in AMAT — Applied Materials Inc /De

CIK 1716774 EDINBURGH, X0

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Position in AMAT

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$541,364,325

+$287,688,130 QoQ

Shares Held

748,775

+0.9% QoQ

Ownership

0.094%

of shares outstanding

% of Portfolio

0.79%

of 13F equity value

Holder Rank

#107

of 3,502 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, 2026

Aberdeen Group plc holds $1,495,349,417 across 11 Semiconductor Equipment & Materials names. AMAT ranks #1 (36.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	748,775	$541,364,325
2	LRCX	Lam Research Corp	1,051,305	$455,561,994
3	KLAC	Kla Corp	1,143,662	$345,054,261
4	TER	Teradyne, Inc	122,016	$59,036,220
5	Q	Qnity Electronics, Inc.	243,995	$39,846,823
6	COHU	Cohu Inc	426,149	$31,496,672
7	CAMT	Camtek Ltd	109,945	$17,934,228
8	ONTO	Onto Innovation Inc.	5,369	$2,031,898

All Filings in AMAT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$541,364,325	748,775	+0.9%	Shares	Defined	2026-07-31
2026-03-31	$253,676,195	742,199	+4.2%	Shares	Defined	2026-04-29
2025-12-31	$182,978,164	712,005	-1.1%	Shares	Defined	2026-01-16
2025-09-30	$147,429,998	720,084	-2.2%	Shares	Defined	2025-11-07
2025-06-30	$134,806,889	736,368	+7.5%	Shares	Defined	2025-07-24
2025-03-31	$99,371,500	684,754	-25.1%	Shares	Defined	2025-05-13
2024-12-31	$148,644,795	914,006	-6.8%	Shares	Defined	2025-01-24
2024-09-30	$198,071,433	980,309	+1.3%	Shares	Defined	2024-10-25
2024-06-30	$228,271,946	967,295	+2.0%	Shares	Defined	2024-08-09
2024-03-31	$195,648,338	948,690	+5.2%	Shares	Defined	2024-05-09
2023-12-31	$146,200,105	902,080	+26.0%	Shares	Defined	2024-01-31
2023-09-30	$99,152,351	716,160	+5.2%	Shares	Defined	2023-11-07
2023-06-30	$98,362,503	680,521	+6.7%	Shares	Defined	2024-06-20
2023-03-31	$78,311,983	637,564	+8.5%	Shares	Defined	2024-06-20
2022-12-31	$57,201,302	587,403	+8.3%	Shares	Defined	2024-06-20
2022-09-30	$44,437,356	542,382	+61.3%	Shares	Defined	2022-11-10
2022-06-30	$30,595,025	336,283	+3.2%	Shares	Defined	2022-08-05
2022-03-31	$42,927,389	325,701	-8.4%	Shares	Defined	2022-05-04
2021-12-31	$55,934,554	355,456	-9.1%	Shares	Defined	2022-02-10
2021-09-30	$50,311,029	390,826	+2.2%	Shares	Defined	2021-11-15
2021-06-30	$54,457,318	382,425	+0.9%	Shares	Defined	2021-08-10
2021-03-31	$50,652,300	379,134	+1.6%	Shares	Defined	2021-05-06
2020-12-31	$32,199,822	373,115	+0.7%	Shares	Defined	2021-02-10
2020-09-30	$22,036,329	370,670	-6.5%	Shares	Defined	2020-10-21
2020-06-30	$23,957,784	396,324	-4.5%	Shares	Defined	2020-08-10
2020-03-31	$19,014,014	414,972	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.