BI Asset Management Fondsmaeglerselskab A/S

Position in AMAT — Applied Materials Inc /De

CIK 1778131 KOBENHAVN, G7

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Position in AMAT

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

Position Value

$302,648,523

+$157,042,907 QoQ

Shares Held

418,601

-1.7% QoQ

Ownership

0.053%

of shares outstanding

% of Portfolio

2.41%

of 13F equity value

Holder Rank

#164

of 3,488 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 85% Shared 0% None 15%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

BI Asset Management Fondsmaeglerselskab A/S holds $447,818,887 across 6 Semiconductor Equipment & Materials names. AMAT ranks #1 (67.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	418,601	$302,648,523
2	KLAC	Kla Corp	447,760	$135,093,669
3	TER	Teradyne, Inc	15,840	$7,664,025
4	Q	Qnity Electronics, Inc.	10,484	$1,712,142
5	ENTG	Entegris Inc	3,661	$658,467
6	FORM	Formfactor Inc	263	$42,061

All Filings in AMAT

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$302,648,523	418,601	-1.7%	Shares	Defined	2026-08-10
2026-03-31	$145,605,616	426,009	-2.3%	Shares	Defined	2026-04-16
2025-12-31	$112,006,007	435,838	-8.9%	Shares	Defined	2026-02-11
2025-09-30	$97,959,286	478,457	-5.5%	Shares	Defined	2025-11-05
2025-06-30	$92,672,780	506,215	+64.2%	Shares	Defined	2025-08-14
2025-03-31	$44,727,870	308,213	-30.2%	Shares	Defined	2025-05-14
2024-12-31	$71,782,605	441,386	+39.3%	Shares	Defined	2025-02-13
2024-06-30	$74,777,679	316,868	+7.5%	Shares	Defined	2024-08-14
2024-03-31	$60,800,728	294,820	-5.7%	Shares	Defined	2024-05-03
2023-12-31	$50,675,237	312,675	+26.2%	Shares	Defined	2024-02-09
2023-09-30	$34,310,817	247,821	-6.5%	Shares	Defined	2023-11-13
2023-06-30	$38,326,515	265,162	+15.7%	Shares	Defined	2023-08-03
2023-03-31	$28,144,652	229,135	-1.2%	Shares	Defined	2023-05-12
2022-12-31	$22,575,994	231,834	+1157.6%	Shares	Defined	2023-02-13
2022-09-30	$1,510,379	18,435	-24.6%	Shares	Defined	2022-11-07
2022-06-30	$2,225,461	24,461	-72.4%	Shares	Defined	2022-08-12
2022-03-31	$11,692,768	88,716	-54.0%	Shares	Defined	2022-05-11
2021-12-31	$30,331,140	192,750	-19.9%	Shares	Defined	2022-02-02
2021-09-30	$30,979,775	240,657	+11.6%	Shares	Defined	2021-11-09
2021-06-30	$30,712,404	215,677	+19.8%	Shares	Defined	2021-08-06
2021-03-31	$24,044,392	179,973	-63.4%	Shares	Defined	2021-05-10
2020-12-31	$42,481,002	492,248	-17.1%	Shares	Defined	2021-02-12
2020-09-30	$35,320,374	594,119	+3.8%	Shares	Defined	2020-11-09
2020-06-30	$34,584,170	572,112	+248.4%	Shares	Defined	2020-08-05
2020-03-31	$7,524,743	164,224	—	Shares	Defined	2020-05-11
No filing history on record for this holder in this stock.