AG2R LA MONDIALE GESTION D'ACTIFS

Position in AMAT — Applied Materials Inc /De

CIK 2047606 PARIS, I0

Position in AMAT

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$25,179,198

+$14,267,211 QoQ

Shares Held

34,826

+9.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.94%

of 13F equity value

Holder Rank

#612

of 3,488 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

AG2R LA MONDIALE GESTION D'ACTIFS holds $71,321,357 across 5 Semiconductor Equipment & Materials names. AMAT ranks #1 (35.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	34,826	$25,179,198
2	LRCX	Lam Research Corp	54,795	$23,744,317
3	KLAC	Kla Corp	57,450	$17,333,239
4	TER	Teradyne, Inc	7,047	$3,409,620
5	Q	Qnity Electronics, Inc.	10,134	$1,654,983

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,179,198	34,826	+9.1%	Shares	Sole	2026-07-23
2026-03-31	$10,911,987	31,926	+0.7%	Shares	Sole	2026-05-12
2025-12-31	$8,145,812	31,697	+4.3%	Shares	Sole	2026-02-04
2025-09-30	$6,223,891	30,399	0.0%	Shares	Sole	2025-11-13
2025-06-30	$5,565,144	30,399	+0.7%	Shares	Sole	2025-07-31
2025-03-31	$4,381,172	30,190	—	Shares	Sole	2025-06-26
No filing history on record for this holder in this stock.