OFI INVEST ASSET MANAGEMENT
Position in AMAT — Applied Materials Inc /De
CIK 1977602
ISSY LES MOULINEAUX, I0
Position in AMAT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$211,241,079
+$95,945,401 QoQ
Shares Held
292,173
-13.4% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
1.93%
of 13F equity value
Holder Rank
#207
of 3,497 holders
Holding Since
Sep 2023
11 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, 2026OFI INVEST ASSET MANAGEMENT holds $260,083,123 across 4 Semiconductor Equipment & Materials names. AMAT ranks #1 (81.2% of the industry book) .
All Filings in AMAT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,241,079 | 292,173 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $115,295,678 | 337,329 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $145,270,793 | 565,278 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $3,599,124 | 17,579 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $3,455,995 | 18,878 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,041,548 | 14,068 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,577,034 | 15,846 | Shares | Sole | 2025-02-07 | |
| 2024-06-30 | $2,920,376 | 12,375 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,719,545 | 8,338 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,141,945 | 7,046 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $44,580 | 322 | Shares | Sole | 2023-11-02 | |
| No filing history on record for this holder in this stock. | ||||||