Position in AMAT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$85,570,665
+$67,623,614 QoQ
Shares Held
118,355
+125.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#345
of 3,487 holders
Holding Since
Dec 2022
15 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, 2026LBP AM SA holds $214,984,046 across 4 Semiconductor Equipment & Materials names. AMAT ranks #1 (39.8% of the industry book) .
All Filings in AMAT
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,570,665 | 118,355 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $17,947,051 | 52,509 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $6,337,887 | 24,662 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $27,231,443 | 133,005 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,882,986 | 15,748 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $5,249,135 | 36,171 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $11,559,739 | 71,080 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $15,478,847 | 76,609 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $11,901,211 | 50,431 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $13,661,706 | 66,245 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $24,546,960 | 151,459 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $24,105,667 | 174,111 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $25,278,745 | 174,891 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $28,380,485 | 231,055 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $24,432,349 | 250,897 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||