Siemens Fonds Invest GmbH

Position in AMAT — Applied Materials Inc /De

CIK 1856637 MUNICH, 2M

Position in AMAT

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

Position Value

$21,531,663

+$11,206,871 QoQ

Shares Held

29,781

-1.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.06%

of 13F equity value

Holder Rank

#659

of 3,488 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Siemens Fonds Invest GmbH holds $62,374,041 across 6 Semiconductor Equipment & Materials names. AMAT ranks #2 (34.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	52,745	$22,855,990
2	AMAT	Applied Materials Inc /De This page	29,781	$21,531,663
3	KLAC	Kla Corp	52,175	$15,741,719
4	TER	Teradyne, Inc	2,819	$1,363,944
5	Q	Qnity Electronics, Inc.	3,035	$495,645
6	ENTG	Entegris Inc	2,141	$385,080

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,531,663	29,781	-1.4%	Shares	Sole	2026-08-14
2026-03-31	$10,324,792	30,208	-7.0%	Shares	Sole	2026-05-15
2025-12-31	$8,349,091	32,488	-4.0%	Shares	Sole	2026-02-17
2025-09-30	$6,927,582	33,836	-2.5%	Shares	Sole	2025-11-14
2025-06-30	$6,353,078	34,703	+5.8%	Shares	Sole	2025-08-14
2025-03-31	$4,758,775	32,792	-3.4%	Shares	Sole	2025-05-15
2024-12-31	$5,522,264	33,956	-5.9%	Shares	Sole	2025-03-04
2024-09-30	$7,289,155	36,076	-2.4%	Shares	Sole	2024-11-14
2024-06-30	$8,719,830	36,950	-1.1%	Shares	Sole	2024-08-14
2024-03-31	$7,703,515	37,354	+5.0%	Shares	Sole	2024-05-15
2023-12-31	$5,767,098	35,584	+6.3%	Shares	Sole	2024-02-14
2023-09-30	$4,632,952	33,463	-14.2%	Shares	Sole	2023-11-14
2023-06-30	$5,634,024	38,979	0.0%	Shares	Sole	2023-08-14
2023-03-31	$4,787,790	38,979	-0.4%	Shares	Sole	2023-05-15
2022-12-31	$3,811,550	39,141	-1.9%	Shares	Sole	2023-02-14
2022-09-30	$3,269,252	39,903	-3.9%	Shares	Sole	2022-11-14
2022-06-30	$3,779,491	41,542	-2.0%	Shares	Sole	2022-08-15
2022-03-31	$5,588,583	42,402	-0.6%	Shares	Sole	2022-05-16
2021-12-31	$6,713,764	42,665	+5.3%	Shares	Sole	2022-02-14
2021-09-30	$5,214,337	40,506	+4.5%	Shares	Sole	2021-11-15
2021-06-30	$5,518,284	38,752	+24.4%	Shares	Sole	2021-08-16
2021-03-31	$4,161,773	31,151	-2.2%	Shares	Sole	2021-07-14
2020-12-31	$2,749,776	31,863	—	Shares	Sole	2021-07-14
No filing history on record for this holder in this stock.