Position in AMAT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$145,643,289
+$81,902,874 QoQ
Shares Held
201,443
+8.0% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
2.06%
of 13F equity value
Holder Rank
#262
of 3,488 holders
Holding Since
Jun 2024
9 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, 2026J. Safra Sarasin Holding AG holds $197,061,428 across 10 Semiconductor Equipment & Materials names. AMAT ranks #1 (73.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
201,443 | $145,643,289 | |
| 2 | LRCX |
Lam Research Corp
|
96,952 | $42,012,207 | |
| 3 | TER |
Teradyne, Inc
|
5,902 | $2,855,622 | |
| 4 | ASML |
Asml Holding NV
|
1,128 | $2,244,086 | |
| 5 | ENTG |
Entegris Inc
|
7,710 | $1,386,719 | |
| 6 | AMKR |
Amkor Technology, Inc.
|
14,915 | $1,286,119 | |
| 7 | COHU |
Cohu Inc
|
8,000 | $591,280 | |
| 8 | KLAC |
Kla Corp
|
1,489 | $449,246 |
All Filings in AMAT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,643,289 | 201,443 | Shares | Defined | 2026-07-31 | |
| 2026-03-31 | $63,740,415 | 186,490 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $51,294,175 | 199,596 | Shares | Defined | 2026-01-15 | |
| 2025-09-30 | $37,483,798 | 183,080 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $12,343,128 | 67,423 | Shares | Defined | 2025-07-21 | |
| 2025-03-31 | $10,277,687 | 70,822 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $18,673,499 | 114,822 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $30,740,288 | 152,142 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $50,770,177 | 215,137 | Shares | Defined | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||