Position in AMAT
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$13,144,863
+$7,231,555 QoQ
Shares Held
18,181
+5.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#819
of 3,488 holders
Holding Since
Sep 2025
4 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, 2026Tema ETFs LLC holds $38,984,820 across 8 Semiconductor Equipment & Materials names. AMAT ranks #2 (33.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
30,923 | $13,399,863 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
18,181 | $13,144,863 | |
| 3 | KLAC |
Kla Corp
|
34,089 | $10,284,992 | |
| 4 | TER |
Teradyne, Inc
|
2,244 | $1,085,736 | |
| 5 | Q |
Qnity Electronics, Inc.
|
5,160 | $842,679 | |
| 6 | AXTI |
Axt Inc
|
1,454 | $104,804 | |
| 7 | AEHR |
Aehr Test Systems
|
924 | $88,759 | |
| 8 | VECO |
Veeco Instruments Inc
|
437 | $33,124 |
All Filings in AMAT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,144,863 | 18,181 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $5,913,308 | 17,301 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $4,775,645 | 18,583 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,554,131 | 12,475 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||