Munro Partners

Position in AMAT — Applied Materials Inc /De

CIK 1768744 MELBOURNE, C3

Position in AMAT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$201,402,495

+$160,068,617 QoQ

Shares Held

278,565

+9.6% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

4.59%

of 13F equity value

Holder Rank

#218

of 3,488 holders

Holding Since

Jun 2023

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Munro Partners holds $323,673,615 across 5 Semiconductor Equipment & Materials names. AMAT ranks #1 (62.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	278,565	$201,402,495
2	ONTO	Onto Innovation Inc.	136,375	$51,611,118
3	UCTT	Ultra Clean Holdings, Inc.	183,547	$26,171,966
4	TER	Teradyne, Inc	50,471	$24,419,888
5	NVMI	Nova Ltd.	36,962	$20,068,148

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$201,402,495	278,565	+9.6%	Shares	Sole	2026-08-10
2024-12-31	$41,333,878	254,159	-19.6%	Shares	Sole	2025-10-15
2024-09-30	$63,893,059	316,224	-23.5%	Shares	Sole	2025-10-21
2024-06-30	$97,494,076	413,128	+36.3%	Shares	Sole	2025-10-21
2024-03-31	$62,508,931	303,103	+19.0%	Shares	Sole	2025-10-21
2023-12-31	$41,271,611	254,653	-40.5%	Shares	Sole	2025-10-28
2023-09-30	$59,249,400	427,948	+29.7%	Shares	Sole	2025-10-28
2023-06-30	$47,683,023	329,895	—	Shares	Sole	2025-10-28
No filing history on record for this holder in this stock.