Raiffeisen Bank International AG
BankPosition in AMAT — Applied Materials Inc /De
CIK 2044885
VIENNA, C4
Position in AMAT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$245,955,201
+$114,973,071 QoQ
Shares Held
340,187
-11.2% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
2.87%
of 13F equity value
Holder Rank
#189
of 3,488 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Derivatives in AMAT
reported options exposure · as of Jun 30, 2026CallValue
$120,018
CallShares
166
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Raiffeisen Bank International AG holds $596,485,759 across 11 Semiconductor Equipment & Materials names. AMAT ranks #1 (41.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
340,187 | $245,955,201 | |
| 2 | LRCX |
Lam Research Corp
|
374,248 | $162,172,885 | |
| 3 | KLAC |
Kla Corp
|
325,103 | $98,086,826 | |
| 4 | ACMR |
ACM Research, Inc.
|
360,000 | $45,680,400 | |
| 5 | CAMT |
Camtek Ltd
|
94,400 | $15,398,528 | |
| 6 | TER |
Teradyne, Inc
|
22,492 | $10,882,529 | |
| 7 | NVMI |
Nova Ltd.
|
19,784 | $10,741,524 | |
| 8 | IPGP |
Ipg Photonics Corp
|
35,000 | $4,106,200 |
All Filings in AMAT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $120,018 | 166 | Call | Sole | 2026-08-03 | |
| 2026-06-30 | $245,955,201 | 340,187 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $56,737 | 166 | Call | Sole | 2026-04-24 | |
| 2026-03-31 | $130,982,130 | 383,224 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $102,033,767 | 397,034 | Shares | Sole | 2026-02-12 | |
| 2025-12-31 | $42,660 | 166 | Call | Sole | 2026-02-12 | |
| 2025-09-30 | $127,782,328 | 624,120 | Shares | Sole | 2025-11-10 | |
| 2025-09-30 | $42,176 | 206 | Call | Sole | 2025-11-10 | |
| 2025-06-30 | $107,672,619 | 588,150 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $73,333,778 | 505,332 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $73,499,001 | 451,940 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||