Position in AMAT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$178,716,924
+$87,663,044 QoQ
Shares Held
247,188
-7.2% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
#235
of 3,497 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Erste Asset Management GmbH holds $695,703,174 across 8 Semiconductor Equipment & Materials names. AMAT ranks #3 (25.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
641,871 | $278,141,959 | |
| 2 | KLAC |
Kla Corp
|
731,834 | $220,801,635 | |
| 3 | AMAT |
Applied Materials Inc /De
This page
|
247,188 | $178,716,924 | |
| 4 | Q |
Qnity Electronics, Inc.
|
105,637 | $17,251,578 | |
| 5 | TER |
Teradyne, Inc
|
1,635 | $791,078 | |
| 6 | PLAB |
Photronics Inc
|
0 | $0 | |
| 7 | ENTG |
Entegris Inc
|
0 | $0 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
0 | $0 |
All Filings in AMAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $178,716,924 | 247,188 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $91,053,880 | 266,403 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $51,611,301 | 200,830 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $79,786,768 | 389,698 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $111,136,671 | 607,072 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $74,202,758 | 511,320 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $82,336,153 | 506,279 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $91,561,988 | 453,165 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $117,263,431 | 496,900 | Shares | Sole | 2024-11-26 | |
| 2024-03-31 | $114,923,729 | 557,260 | Shares | Sole | 2024-11-26 | |
| 2023-12-31 | $82,688,762 | 510,204 | Shares | Sole | 2024-11-26 | |
| 2023-09-30 | $70,971,131 | 512,612 | Shares | Sole | 2024-11-26 | |
| 2023-06-30 | $78,846,714 | 545,501 | Shares | Sole | 2024-11-26 | |
| 2023-03-31 | $61,874,138 | 503,738 | Shares | Sole | 2024-11-26 | |
| 2022-12-31 | $47,442,756 | 487,192 | Shares | Sole | 2024-11-26 | |
| 2022-09-30 | $38,415,911 | 468,887 | Shares | Sole | 2024-11-26 | |
| 2022-06-30 | $43,262,263 | 475,514 | Shares | Sole | 2024-11-26 | |
| 2022-03-31 | $56,375,473 | 427,735 | Shares | Sole | 2024-11-25 | |
| 2021-12-31 | $59,345,491 | 377,132 | Shares | Sole | 2024-11-25 | |
| 2021-09-30 | $41,387,209 | 321,504 | Shares | Sole | 2024-11-25 | |
| 2021-06-30 | $39,109,732 | 274,647 | Shares | Sole | 2024-11-25 | |
| 2021-03-31 | $30,621,921 | 229,206 | Shares | Sole | 2024-11-25 | |
| 2020-12-31 | $7,098,606 | 82,255 | Shares | Sole | 2024-11-25 | |
| 2020-09-30 | $4,099,969 | 68,965 | Shares | Sole | 2024-11-25 | |
| 2020-06-30 | $3,543,276 | 58,615 | Shares | Sole | 2024-11-22 | |
| 2020-03-31 | $2,057,318 | 44,900 | Shares | Sole | 2024-11-22 | |
| No filing history on record for this holder in this stock. | ||||||