Universal- Beteiligungs- und Servicegesellschaft mbH

Position in AMAT — Applied Materials Inc /De

CIK 2057170 FRANKFURT AM MAIN, 2M

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Position in AMAT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$632,219,397

+$319,296,639 QoQ

Shares Held

874,439

-4.5% QoQ

Ownership

0.110%

of shares outstanding

% of Portfolio

0.99%

of 13F equity value

Holder Rank

#98

of 3,488 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 99% Shared 1% None 0%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Universal- Beteiligungs- und Servicegesellschaft mbH holds $1,760,852,040 across 21 Semiconductor Equipment & Materials names. AMAT ranks #1 (35.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	874,439	$632,219,397
2	LRCX	Lam Research Corp	1,353,418	$586,476,621
3	KLAC	Kla Corp	1,300,944	$392,507,814
4	TER	Teradyne, Inc	105,367	$50,980,769
5	ONTO	Onto Innovation Inc.	57,475	$21,751,413
6	UCTT	Ultra Clean Holdings, Inc.	133,205	$18,993,700
7	Q	Qnity Electronics, Inc.	102,325	$16,710,695
8	ENTG	Entegris Inc	74,457	$13,391,836

All Filings in AMAT

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7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$632,219,397	874,439	-4.5%	Shares	Defined	2026-08-06
2026-03-31	$312,922,758	915,541	-4.8%	Shares	Defined	2026-05-11
2025-12-31	$247,022,899	961,216	-16.1%	Shares	Defined	2026-01-28
2025-09-30	$234,614,432	1,145,914	-0.3%	Shares	Defined	2025-10-30
2025-06-30	$210,405,280	1,149,316	+13.4%	Shares	Defined	2025-08-11
2025-03-31	$147,079,990	1,013,506	+3.3%	Shares	Defined	2025-05-06
2024-12-31	$159,623,296	981,512	—	Shares	Defined	2025-02-28
No filing history on record for this holder in this stock.