ABN AMRO INVESTMENT SOLUTIONS
Position in AMAT — Applied Materials Inc /De
CIK 2080520
PARIS CEDEX 008, I0
Position in AMAT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$302,684,673
+$152,846,672 QoQ
Shares Held
418,651
-4.5% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
2.63%
of 13F equity value
Holder Rank
#12
of 1,347 holders
Holding Since
Mar 2023
14 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, 2026ABN AMRO INVESTMENT SOLUTIONS holds $496,614,520 across 8 Semiconductor Equipment & Materials names. AMAT ranks #1 (60.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
418,651 | $302,684,673 | |
| 2 | KLAC |
Kla Corp
|
365,654 | $110,321,467 | |
| 3 | LRCX |
Lam Research Corp
|
134,707 | $58,372,583 | |
| 4 | ENTG |
Entegris Inc
|
57,006 | $10,253,099 | |
| 5 | NVMI |
Nova Ltd.
|
8,520 | $4,625,848 | |
| 6 | TER |
Teradyne, Inc
|
9,477 | $4,585,351 | |
| 7 | ACLS |
Axcelis Technologies Inc
|
20,103 | $3,808,513 | |
| 8 | Q |
Qnity Electronics, Inc.
|
12,020 | $1,962,986 |
All Filings in AMAT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,684,673 | 418,651 | Shares | Defined | 2026-07-23 | |
| 2026-03-31 | $149,838,001 | 438,392 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $84,520,412 | 328,886 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $64,953,354 | 317,248 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $58,787,438 | 321,120 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $48,042,121 | 331,051 | Shares | Defined | 2025-08-27 | |
| 2024-12-31 | $65,675,523 | 403,834 | Shares | Defined | 2025-09-04 | |
| 2024-09-30 | $89,034,746 | 440,657 | Shares | Defined | 2025-09-04 | |
| 2024-06-30 | $135,804,457 | 575,467 | Shares | Defined | 2025-09-04 | |
| 2024-03-31 | $136,471,258 | 661,743 | Shares | Defined | 2025-09-05 | |
| 2023-12-31 | $111,629,440 | 688,773 | Shares | Defined | 2025-09-05 | |
| 2023-09-30 | $92,665,000 | 669,303 | Shares | Defined | 2025-11-07 | |
| 2023-06-30 | $91,177,855 | 630,814 | Shares | Defined | 2025-09-05 | |
| 2023-03-31 | $77,804,084 | 633,429 | Shares | Defined | 2025-09-05 | |
| No filing history on record for this holder in this stock. | ||||||