TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA
Position in AMAT — Applied Materials Inc /De
CIK 2071170
WARSAW, R9
Position in AMAT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,037,505
+$562,417 QoQ
Shares Held
1,435
+3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#2,141
of 3,497 holders
Holding Since
Dec 2020
15 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, 2026TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA holds $3,137,875 across 7 Semiconductor Equipment & Materials names. AMAT ranks #1 (33.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
1,435 | $1,037,505 | |
| 2 | LRCX |
Lam Research Corp
|
2,361 | $1,023,092 | |
| 3 | KLAC |
Kla Corp
|
2,600 | $784,446 | |
| 4 | TER |
Teradyne, Inc
|
375 | $181,440 | |
| 5 | Q |
Qnity Electronics, Inc.
|
286 | $46,706 | |
| 6 | VECO |
Veeco Instruments Inc
|
450 | $34,110 | |
| 7 | ENTG |
Entegris Inc
|
170 | $30,576 |
All Filings in AMAT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,037,505 | 1,435 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $475,088 | 1,390 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $435,598 | 1,695 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $329,631 | 1,610 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $283,758 | 1,550 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $195,912 | 1,350 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $234,187 | 1,440 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $256,199 | 1,268 | Shares | Sole | 2025-08-14 | |
| 2024-06-30 | $256,757 | 1,088 | Shares | Sole | 2025-08-14 | |
| 2024-03-31 | $225,409 | 1,093 | Shares | Sole | 2025-08-14 | |
| 2023-12-31 | $152,832 | 943 | Shares | Sole | 2025-08-14 | |
| 2021-09-30 | $44,798 | 348 | Shares | Sole | 2025-08-14 | |
| 2021-06-30 | $49,555 | 348 | Shares | Sole | 2025-08-14 | |
| 2021-03-31 | $46,492 | 348 | Shares | Sole | 2025-08-14 | |
| 2020-12-31 | $30,032 | 348 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||