Position in AMAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$97,607,169
+$61,395,886 QoQ
Shares Held
135,003
+27.4% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#321
of 3,488 holders
Holding Since
Mar 2023
14 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, 2026Vinva Investment Management Ltd holds $461,499,231 across 9 Semiconductor Equipment & Materials names. AMAT ranks #3 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TER |
Teradyne, Inc
|
281,574 | $136,236,764 | |
| 2 | LRCX |
Lam Research Corp
|
272,174 | $117,941,159 | |
| 3 | AMAT |
Applied Materials Inc /De
This page
|
135,003 | $97,607,169 | |
| 4 | KLAC |
Kla Corp
|
258,098 | $77,870,747 | |
| 5 | ENTG |
Entegris Inc
|
84,362 | $15,173,349 | |
| 6 | Q |
Qnity Electronics, Inc.
|
91,466 | $14,937,312 | |
| 7 | UCTT |
Ultra Clean Holdings, Inc.
|
8,117 | $1,157,403 | |
| 8 | FORM |
Formfactor Inc
|
2,512 | $401,744 |
All Filings in AMAT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $97,607,169 | 135,003 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $36,211,283 | 105,946 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $24,008,262 | 93,421 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $13,853,732 | 67,665 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $13,736,108 | 75,032 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,976,208 | 48,072 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,588,315 | 46,660 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $8,468,521 | 41,913 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,605,736 | 40,704 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,996,774 | 38,776 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,398,685 | 39,481 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,562,733 | 25,733 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,696,321 | 25,573 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,566,123 | 29,033 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||