Position in AMAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$433,465,974
+$355,044,000 QoQ
Shares Held
599,538
+24.3% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
13.75%
of 13F equity value
Holder Rank
#125
of 3,497 holders
Holding Since
Mar 2022
10 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, 2026Blue Whale Capital LLP holds $874,171,683 across 2 Semiconductor Equipment & Materials names. AMAT ranks #2 (49.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
1,017,021 | $440,705,709 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
599,538 | $433,465,974 |
All Filings in AMAT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $433,465,974 | 599,538 | Shares | Sole | 2026-08-13 | |
| 2024-12-31 | $78,421,974 | 482,211 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $153,033,074 | 757,402 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $151,326,227 | 641,240 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $88,782,015 | 430,500 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $34,845,050 | 215,000 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $15,229,500 | 110,000 | Shares | Sole | 2023-11-13 | |
| 2022-09-30 | $573,510 | 7,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,006,240 | 88,000 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $12,521,000 | 95,000 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||