Position in AMAT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$283,199,823
+$158,740,071 QoQ
Shares Held
391,701
+7.6% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#173
of 3,497 holders
Holding Since
Dec 2024
7 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, 2026KLP KAPITALFORVALTNING AS holds $857,374,979 across 21 Semiconductor Equipment & Materials names. AMAT ranks #1 (33.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
391,701 | $283,199,823 | |
| 2 | LRCX |
Lam Research Corp
|
626,180 | $271,342,579 | |
| 3 | KLAC |
Kla Corp
|
716,470 | $216,166,163 | |
| 4 | TER |
Teradyne, Inc
|
83,040 | $40,178,073 | |
| 5 | Q |
Qnity Electronics, Inc.
|
83,537 | $13,642,427 | |
| 6 | ENTG |
Entegris Inc
|
62,200 | $11,187,292 | |
| 7 | ONTO |
Onto Innovation Inc.
|
11,625 | $4,399,481 | |
| 8 | FORM |
Formfactor Inc
|
17,700 | $2,830,761 |
All Filings in AMAT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,199,823 | 391,701 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $124,459,752 | 364,141 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $90,805,103 | 353,341 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $75,536,980 | 368,941 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $68,109,545 | 372,041 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $52,220,125 | 359,841 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $62,147,590 | 382,141 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||