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 Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$312,922,758

+$65,899,859 QoQ

Shares Held

915,541

-4.8% QoQ

Ownership

0.115%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 99.7473624884085.ToString("F0")% Shared 0.2526375115915071.ToString("F0")% None 0.ToString("F0")%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Mar 31, 2026

Universal- Beteiligungs- und Servicegesellschaft mbH holds $728,571,229 across 16 Semiconductor Equipment & Materials names. AMAT ranks #1 (43.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	915,541	$312,922,758
2	LRCX	Lam Research Corp	1,429,231	$305,369,495
3	TER	Teradyne, Inc	106,476	$31,565,874
4	KLAC	Kla Corp	125,525	$18,482,426
5	ONTO	Onto Innovation Inc.	61,874	$12,688,501
6	PLAB	Photronics Inc	289,374	$11,693,603
7	Q	Qnity Electronics, Inc.	98,522	$11,367,468
8	ENTG	Entegris Inc	75,282	$8,826,061

All Filings in AMAT

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6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.