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Generate Investment Management Ltd

Position in AMAT — Applied Materials Inc /De

CIK 2025905 AUCKLAND, Q2

Position in AMAT

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$11,766,825
-$839,073 QoQ
Shares Held
16,275
-55.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#861
of 3,488 holders
Holding Since
Dec 2023
7 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, 2026

Generate Investment Management Ltd holds $78,254,487 across 4 Semiconductor Equipment & Materials names. AMAT ranks #3 (15.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 AMAT
Applied Materials Inc /De
This page
16,275 $11,766,825

All Filings in AMAT

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $11,766,825 16,275
2026-03-31 $12,605,898 36,882
2025-06-30 $11,415,695 62,357
2025-03-31 $5,494,823 37,864
2024-09-30 $8,343,856 41,296
2024-06-30 $11,614,955 49,218
2023-12-31 $6,999,479 43,188