Life Cycle Investment Partners Ltd

Position in AMAT — Applied Materials Inc /De

CIK 2072459 LONDON, X0

Back to AMAT Full portfolio

Position in AMAT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$235,995,876

+$129,062,432 QoQ

Shares Held

326,412

+4.3% QoQ

Ownership

0.041%

of shares outstanding

% of Portfolio

1.11%

of 13F equity value

Holder Rank

#193

of 3,487 holders

Holding Since

Dec 2025

3 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, 2026

Life Cycle Investment Partners Ltd holds $662,781,383 across 4 Semiconductor Equipment & Materials names. AMAT ranks #2 (35.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	724,308	$313,864,385
2	AMAT	Applied Materials Inc /De This page	326,412	$235,995,876
3	KLAC	Kla Corp	330,520	$99,721,189
4	ASML	Asml Holding NV	6,635	$13,199,933

All Filings in AMAT

Export CSV

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$235,995,876	326,412	+4.3%	Shares	Sole	2026-08-13
2026-03-31	$106,933,444	312,863	+30.9%	Shares	Sole	2026-05-12
2025-12-31	$61,438,342	239,069	—	Shares	Sole	2026-02-09
No filing history on record for this holder in this stock.