QRG CAPITAL MANAGEMENT, INC.

Position in AMAT — Applied Materials Inc /De

CIK 1996454 BERWYN, PA

Position in AMAT

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$156,051,597

+$89,268,566 QoQ

Shares Held

215,839

+10.5% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

1.39%

of 13F equity value

Holder Rank

#252

of 3,488 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

QRG CAPITAL MANAGEMENT, INC. holds $407,073,324 across 11 Semiconductor Equipment & Materials names. AMAT ranks #1 (38.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	215,839	$156,051,597
2	LRCX	Lam Research Corp	278,844	$120,831,470
3	KLAC	Kla Corp	196,295	$59,224,164
4	ASML	Asml Holding NV	26,167	$52,057,673
5	Q	Qnity Electronics, Inc.	48,349	$7,895,875
6	TER	Teradyne, Inc	11,512	$5,569,966
7	ENTG	Entegris Inc	14,286	$2,569,479
8	ACLS	Axcelis Technologies Inc	10,254	$1,942,620

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$156,051,597	215,839	+10.5%	Shares	Sole	2026-07-14
2026-03-31	$66,783,031	195,392	+11.0%	Shares	Sole	2026-04-27
2025-12-31	$45,239,491	176,036	+10.9%	Shares	Sole	2026-02-02
2025-09-30	$32,509,026	158,782	-42.4%	Shares	Sole	2025-10-28
2025-06-30	$50,482,101	275,753	-6.4%	Shares	Sole	2025-07-21
2025-03-31	$42,750,610	294,588	-21.7%	Shares	Sole	2025-04-17
2024-12-31	$61,150,668	376,011	-1.0%	Shares	Sole	2025-02-05
2024-09-30	$76,763,846	379,925	+0.2%	Shares	Sole	2024-10-30
2024-06-30	$89,479,620	379,167	+2.6%	Shares	Sole	2024-07-12
2024-03-31	$76,179,712	369,392	+2.9%	Shares	Sole	2024-05-07
2023-12-31	$58,193,664	359,065	-0.9%	Shares	Sole	2024-02-07
2023-09-30	$50,159,327	362,292	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.