Osmosis Investment Management UK Ltd

Position in AMAT — Applied Materials Inc /De

CIK 1780700 London, X0

Back to AMAT Full portfolio

Position in AMAT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$18,563,748

-$259,652 QoQ

Shares Held

25,676

-53.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.86%

of 13F equity value

Holder Rank

#716

of 3,488 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Osmosis Investment Management UK Ltd holds $59,544,597 across 5 Semiconductor Equipment & Materials names. AMAT ranks #2 (31.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	74,769	$22,558,554
2	AMAT	Applied Materials Inc /De This page	25,676	$18,563,748
3	LRCX	Lam Research Corp	39,850	$17,268,200
4	Q	Qnity Electronics, Inc.	5,073	$828,471
5	TER	Teradyne, Inc	673	$325,624

All Filings in AMAT

Export CSV

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,563,748	25,676	-53.4%	Shares	Sole	2026-08-13
2026-03-31	$18,823,400	55,073	+90.2%	Shares	Sole	2026-05-14
2025-12-31	$7,440,374	28,952	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.