Rockefeller Capital Management L.P.
Position in AMAT — Applied Materials Inc /De
CIK 1739439
NEW YORK, NY
Position in AMAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$317,727,411
+$168,569,233 QoQ
Shares Held
439,457
+0.7% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#160
of 3,488 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Rockefeller Capital Management L.P. holds $832,152,578 across 26 Semiconductor Equipment & Materials names. AMAT ranks #1 (38.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
439,457 | $317,727,411 | |
| 2 | ASML |
Asml Holding NV
|
106,645 | $212,163,814 | |
| 3 | KLAC |
Kla Corp
|
384,270 | $115,938,099 | |
| 4 | LRCX |
Lam Research Corp
|
262,632 | $113,806,322 | |
| 5 | ONTO |
Onto Innovation Inc.
|
70,708 | $26,759,441 | |
| 6 | TER |
Teradyne, Inc
|
27,064 | $13,094,644 | |
| 7 | ICHR |
Ichor Holdings, Ltd.
|
98,812 | $11,094,609 | |
| 8 | Q |
Qnity Electronics, Inc.
|
37,036 | $6,048,348 |
All Filings in AMAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,727,411 | 439,457 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $149,158,178 | 436,403 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $120,273,373 | 468,008 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $111,116,900 | 542,722 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $44,267,056 | 241,804 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $67,331,034 | 463,968 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $77,256,567 | 475,045 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $133,031,133 | 658,407 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $152,269,950 | 645,239 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $132,277,777 | 641,409 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $100,431,697 | 619,681 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $81,816,611 | 590,947 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $87,163,978 | 603,044 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $89,388,671 | 727,743 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $100,225,539 | 1,029,221 | Shares | Defined | 2023-03-06 | |
| 2022-09-30 | $95,158,497 | 1,161,461 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $106,695,065 | 1,172,731 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $157,293,677 | 1,193,427 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $198,655,510 | 1,262,427 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $163,630,760 | 1,271,116 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $178,913,353 | 1,256,414 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $164,822,452 | 1,233,701 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $101,287,633 | 1,173,669 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $68,175,178 | 1,146,765 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $68,956,159 | 1,140,714 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $47,875,667 | 1,044,864 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||