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Equibles

Generali Investments CEE, investicni spolecnost, a.s.

Position in AMAT — Applied Materials Inc /De

CIK 2047540 PRAGUE, 2N
Back to AMAT Full portfolio

Position in AMAT

as of Jun 30, 2026 · filed Jul 13, 2026
Position Value
$1,380,930
+$535,684 QoQ
Shares Held
1,910
-22.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,934
of 3,502 holders
Holding Since
Dec 2024
5 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

Generali Investments CEE, investicni spolecnost, a.s. holds $3,441,179 across 4 Semiconductor Equipment & Materials names. AMAT ranks #1 (40.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMAT
Applied Materials Inc /De
This page 		1,910 $1,380,930
2 LRCX
Lam Research Corp
 3,041 $1,317,756
3 KLAC
Kla Corp
 2,350 $709,018
4 DQ
Daqo New Energy Corp.
 2,500 $33,475

All Filings in AMAT

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,380,930 1,910
2026-03-31 $845,246 2,473
2025-06-30 $637,266 3,481
2025-03-31 $490,650 3,381
2024-12-31 $601,731 3,700