M&G PLC

Position in AMAT — Applied Materials Inc /De

CIK 1802539 London, X0

Position in AMAT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$2,664,978

-$3,236,026 QoQ

Shares Held

3,686

-78.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,534

of 3,488 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

M&G PLC holds $96,077,231 across 5 Semiconductor Equipment & Materials names. AMAT ranks #4 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IPGP	Ipg Photonics Corp	596,441	$69,974,458
2	LRCX	Lam Research Corp	31,035	$13,448,395
3	AMKR	Amkor Technology, Inc.	103,339	$8,910,921
4	AMAT	Applied Materials Inc /De This page	3,686	$2,664,978
5	TER	Teradyne, Inc	2,229	$1,078,479

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,664,978	3,686	-78.7%	Shares	Defined	2026-08-06
2026-03-31	$5,901,004	17,265	0.0%	Shares	Defined	2026-05-13
2025-12-31	$4,436,932	17,265	-0.5%	Shares	Defined	2026-02-12
2025-09-30	$3,553,467	17,356	-20.0%	Shares	Defined	2025-11-07
2025-06-30	$3,970,604	21,689	-1.2%	Shares	Sole	2025-08-08
2025-03-31	$3,186,109	21,955	+35.6%	Shares	Sole	2025-05-13
2024-12-31	$2,633,304	16,192	+0.2%	Shares	Sole	2025-02-11
2024-09-30	$3,264,319	16,156	+72.4%	Shares	Sole	2024-10-31
2024-06-30	$2,211,226	9,370	-27.0%	Shares	Sole	2024-07-16
2024-03-31	$2,647,580	12,838	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.