Position in AMAT
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$234,014,856
+$124,413,742 QoQ
Shares Held
323,672
+0.9% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#197
of 3,488 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 21%
Shared 12%
None 67%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Corient Private Wealth LLC holds $1,341,710,165 across 17 Semiconductor Equipment & Materials names. AMAT ranks #3 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
1,058,347 | $458,613,505 | |
| 2 | ASML |
Asml Holding NV
|
219,615 | $436,910,842 | |
| 3 | AMAT |
Applied Materials Inc /De
This page
|
323,672 | $234,014,856 | |
| 4 | KLAC |
Kla Corp
|
393,671 | $118,774,477 | |
| 5 | TER |
Teradyne, Inc
|
74,396 | $35,995,759 | |
| 6 | ENTG |
Entegris Inc
|
95,623 | $17,198,752 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
182,010 | $15,694,722 | |
| 8 | Q |
Qnity Electronics, Inc.
|
90,084 | $14,711,618 |
All Filings in AMAT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,014,856 | 323,672 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $109,601,114 | 320,668 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $92,103,931 | 358,395 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $67,402,248 | 329,209 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $65,692,471 | 358,838 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $52,701,778 | 363,160 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $63,327,307 | 389,395 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $78,838,494 | 390,193 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $94,568,036 | 400,729 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $81,394,443 | 394,678 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $66,010,948 | 407,299 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $50,100,624 | 361,868 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $49,355,061 | 341,463 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $41,882,081 | 340,976 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $27,398,544 | 281,357 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||