Position in AMAT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$87,323,217
+$52,187,547 QoQ
Shares Held
120,779
+17.5% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#339
of 3,488 holders
Holding Since
Mar 2024
10 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, 2026TD Waterhouse Canada Inc. holds $518,891,352 across 14 Semiconductor Equipment & Materials names. AMAT ranks #3 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
393,729 | $170,614,587 | |
| 2 | KLAC |
Kla Corp
|
564,200 | $170,224,782 | |
| 3 | AMAT |
Applied Materials Inc /De
This page
|
120,779 | $87,323,217 | |
| 4 | ASML |
Asml Holding NV
|
41,040 | $81,646,613 | |
| 5 | TER |
Teradyne, Inc
|
13,405 | $6,485,875 | |
| 6 | NVMI |
Nova Ltd.
|
2,093 | $1,136,373 | |
| 7 | Q |
Qnity Electronics, Inc.
|
4,726 | $771,803 | |
| 8 | KLIC |
Kulicke & Soffa Industries Inc
|
1,670 | $223,379 |
All Filings in AMAT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,323,217 | 120,779 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $35,135,670 | 102,799 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $6,132,809 | 23,864 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $6,792,658 | 33,177 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $6,708,234 | 36,643 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $5,045,387 | 34,767 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $5,695,790 | 35,023 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $8,651,578 | 42,819 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $14,820,879 | 62,803 | Shares | Defined | 2024-11-12 | |
| 2024-03-31 | $11,905,864 | 57,731 | Shares | Defined | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||