Polar Capital Holdings Plc

Position in AMAT — Applied Materials Inc /De

CIK 1837309 London, X0

Position in AMAT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$19,520,277

+$7,021,701 QoQ

Shares Held

26,999

-26.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#703

of 3,509 holders

Holding Since

Dec 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Polar Capital Holdings Plc holds $2,520,950,927 across 7 Semiconductor Equipment & Materials names. AMAT ranks #6 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	2,358,946	$1,022,202,070
2	KLAC	Kla Corp	2,925,707	$882,715,058
3	FORM	Formfactor Inc	2,146,098	$343,225,453
4	ONTO	Onto Innovation Inc.	406,645	$153,894,800
5	Q	Qnity Electronics, Inc.	549,020	$89,660,456
6	AMAT	Applied Materials Inc /De This page	26,999	$19,520,277
7	PLAB	Photronics Inc	299,195	$9,732,813

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,520,277	26,999	-26.2%	Shares	Defined	2026-08-14
2026-03-31	$12,498,576	36,568	-29.7%	Shares	Defined	2026-05-15
2025-12-31	$13,363,480	52,000	-91.2%	Shares	Defined	2026-02-17
2024-06-30	$140,152,573	593,892	+14.4%	Shares	Defined	2024-08-14
2024-03-31	$107,101,838	519,332	+195.9%	Shares	Defined	2024-05-15
2022-06-30	$15,969,264	175,525	-85.8%	Shares	Defined	2022-08-15
2022-03-31	$162,706,836	1,234,498	-4.8%	Shares	Defined	2022-05-16
2021-12-31	$203,965,940	1,296,174	-9.1%	Shares	Defined	2022-02-14
2021-09-30	$183,541,431	1,425,786	-28.2%	Shares	Defined	2021-11-15
2021-06-30	$282,699,030	1,985,246	-28.5%	Shares	Defined	2021-08-16
2021-03-31	$371,001,054	2,776,954	+37.9%	Shares	Sole	2021-05-17
2020-12-31	$173,783,518	2,013,714	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.