Pictet Asset Management Holding SA
Position in AMAT — Applied Materials Inc /De
CIK 1993888
CAROUGE, V8
Position in AMAT
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$957,983,708
+$226,384,576 QoQ
Shares Held
2,802,843
-1.5% QoQ
Ownership
0.353%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 75.89194257402217.ToString("F0")%
Shared 0.ToString("F0")%
None 24.10805742597784.ToString("F0")%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Pictet Asset Management Holding SA holds $2,926,544,422 across 24 Semiconductor Equipment & Materials names. AMAT ranks #2 (32.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
721,944 | $1,062,997,565 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
2,802,843 | $957,983,708 | |
| 3 | LRCX |
Lam Research Corp
|
2,905,362 | $620,759,644 | |
| 4 | TER |
Teradyne, Inc
|
800,549 | $237,330,756 | |
| 5 | Q |
Qnity Electronics, Inc.
|
94,821 | $10,940,446 | |
| 6 | ASML |
Asml Holding NV
|
7,751 | $10,237,753 | |
| 7 | NVMI |
Nova Ltd.
|
18,768 | $8,150,567 | |
| 8 | ENTG |
Entegris Inc
|
59,966 | $7,030,413 |
All Filings in AMAT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||