Impax Asset Management Group plc

Position in AMAT — Applied Materials Inc /De

CIK 1749768 LONDON, X0

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Position in AMAT

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$88,729,367

-$130,876,040 QoQ

Shares Held

259,602

-69.6% QoQ

Ownership

0.033%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 31% Shared 0% None 69%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Mar 31, 2026

Impax Asset Management Group plc holds $651,245,524 across 4 Semiconductor Equipment & Materials names. AMAT ranks #2 (13.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	363,789	$535,646,561
2	AMAT	Applied Materials Inc /De This page	259,602	$88,729,367
3	LRCX	Lam Research Corp	69,076	$14,758,778
4	ONTO	Onto Innovation Inc.	59,057	$12,110,818

All Filings in AMAT

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$88,729,367	259,602	-69.6%	Shares	Defined	2026-05-12
2025-12-31	$219,605,407	854,529	-20.9%	Shares	Defined	2026-01-29
2025-09-30	$221,084,803	1,079,832	-19.4%	Shares	Defined	2025-11-06
2025-06-30	$245,196,085	1,339,357	-16.1%	Shares	Defined	2025-08-08
2025-03-31	$231,560,147	1,595,646	-39.0%	Shares	Defined	2025-04-29
2024-12-31	$425,664,184	2,617,378	+2.6%	Shares	Defined	2025-02-04
2024-09-30	$515,450,361	2,551,103	-0.8%	Shares	Defined	2024-11-06
2024-06-30	$607,143,272	2,572,750	-5.3%	Shares	Defined	2024-11-08
2024-03-31	$560,083,764	2,715,821	+4.3%	Shares	Defined	2024-04-30
2023-12-31	$422,184,408	2,604,951	+2.3%	Shares	Defined	2024-01-26
2023-09-30	$352,586,738	2,546,672	-10.6%	Shares	Defined	2023-11-07
2023-06-30	$411,761,215	2,848,770	+5.0%	Shares	Defined	2023-08-07
2023-03-31	$333,290,238	2,713,427	-31.7%	Shares	Defined	2023-05-10
2022-12-31	$386,811,472	3,972,186	+12.8%	Shares	Defined	2023-02-09
2022-09-30	$288,446,526	3,520,646	+6.1%	Shares	Defined	2022-11-08
2022-06-30	$301,958,798	3,318,958	+11.7%	Shares	Defined	2022-08-11
2022-03-31	$391,692,861	2,971,873	+1061.1%	Shares	Defined	2022-05-16
2021-12-31	$40,277,708	255,959	-18.0%	Shares	Defined	2022-02-14
2021-09-30	$40,190,407	312,207	-0.7%	Shares	Defined	2021-11-12
2021-06-30	$44,757,316	314,307	0.0%	Shares	Defined	2021-08-05
2021-03-31	$41,991,415	314,307	-8.1%	Shares	Defined	2021-05-14
2020-12-31	$29,502,000	341,854	-6.6%	Shares	Defined	2021-02-16
2020-09-30	$21,761,613	366,049	+22.2%	Shares	Defined	2020-11-12
2020-06-30	$18,113,358	299,642	-9.1%	Shares	Defined	2020-08-14
2020-03-31	$15,108,778	329,742	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.