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Equibles

Impax Asset Management Group plc

Position in AMAT — Applied Materials Inc /De

CIK 1749768 LONDON, X0
Back to AMAT Full portfolio

Position in AMAT

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$175,567,536
+$86,838,169 QoQ
Shares Held
242,832
-6.5% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#238
of 3,509 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority Sole 35% Shared 0% None 65%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Impax Asset Management Group plc holds $975,723,786 across 4 Semiconductor Equipment & Materials names. AMAT ranks #2 (18.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 KLAC
Kla Corp
 2,482,564 $749,014,384
2 AMAT
Applied Materials Inc /De
This page 		242,832 $175,567,536
3 LRCX
Lam Research Corp
 66,443 $28,791,745
4 ONTO
Onto Innovation Inc.
 59,057 $22,350,121

All Filings in AMAT

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23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $175,567,536 242,832
2026-03-31 $88,729,367 259,602
2025-12-31 $219,605,407 854,529
2025-09-30 $221,084,803 1,079,832
2025-06-30 $245,196,085 1,339,357
2025-03-31 $231,560,147 1,595,646
2024-12-31 $425,664,184 2,617,378
2024-03-31 $560,083,764 2,715,821
2023-12-31 $422,184,408 2,604,951
2023-06-30 $411,761,215 2,848,770
2023-03-31 $333,290,238 2,713,427
2022-12-31 $386,811,472 3,972,186
2022-09-30 $288,446,526 3,520,646
2022-06-30 $301,958,798 3,318,958
2022-03-31 $391,692,861 2,971,873
2021-12-31 $40,277,708 255,959
2021-09-30 $40,190,407 312,207
2021-06-30 $44,757,316 314,307
2021-03-31 $41,991,415 314,307
2020-12-31 $29,502,000 341,854
2020-09-30 $21,761,613 366,049
2020-06-30 $18,113,358 299,642
2020-03-31 $15,108,778 329,742