Pictet Asset Management Holding SA
Position in AMAT — Applied Materials Inc /De
CIK 1993888
CAROUGE, V8
Position in AMAT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,506,749,352
+$548,765,644 QoQ
Shares Held
2,084,024
-25.6% QoQ
Ownership
0.263%
of shares outstanding
% of Portfolio
1.46%
of 13F equity value
Holder Rank
#48
of 3,488 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Pictet Asset Management Holding SA holds $5,090,269,983 across 25 Semiconductor Equipment & Materials names. AMAT ranks #1 (29.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
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|
2,084,024 | $1,506,749,352 | |
| 2 | KLAC |
Kla Corp
|
4,857,154 | $1,465,451,933 | |
| 3 | LRCX |
Lam Research Corp
|
2,652,682 | $1,149,486,691 | |
| 4 | TER |
Teradyne, Inc
|
977,716 | $473,058,109 | |
| 5 | ONTO |
Onto Innovation Inc.
|
716,216 | $271,051,945 | |
| 6 | FORM |
Formfactor Inc
|
653,999 | $104,594,060 | |
| 7 | ASML |
Asml Holding NV
|
30,973 | $61,618,922 | |
| 8 | Q |
Qnity Electronics, Inc.
|
129,276 | $21,112,063 |
All Filings in AMAT
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,506,749,352 | 2,084,024 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $957,983,708 | 2,802,843 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $731,599,132 | 2,846,800 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $566,272,963 | 2,765,815 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $534,680,283 | 2,920,633 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $458,258,775 | 3,157,792 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $560,491,121 | 3,446,419 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $800,434,006 | 3,961,564 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,044,312,859 | 4,425,242 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,002,638,908 | 4,861,751 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $902,860,042 | 5,570,803 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $796,245,471 | 5,751,141 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||