BLI - Banque de Luxembourg Investments
Position in AMAT — Applied Materials Inc /De
CIK 2052594
LUXEMBOURG CITY, N4
Position in AMAT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$52,421,838
+$22,774,290 QoQ
Shares Held
72,506
-16.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.85%
of 13F equity value
Holder Rank
#451
of 3,488 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026BLI - Banque de Luxembourg Investments holds $148,378,374 across 4 Semiconductor Equipment & Materials names. AMAT ranks #1 (35.3% of the industry book) .
All Filings in AMAT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,421,838 | 72,506 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $29,647,548 | 86,742 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $22,291,826 | 86,742 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $19,432,897 | 94,915 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $17,509,730 | 95,645 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $993,346 | 6,845 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,227,043 | 7,545 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||