Kepler Cheuvreux (Suisse) SA

Position in AMAT — Applied Materials Inc /De

CIK 2096459 NYON, V8

Position in AMAT

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$20,288,826

New position

Shares Held

28,062

first reported quarter

Ownership

0.004%

of shares outstanding

% of Portfolio

1.21%

of 13F equity value

Holder Rank

#682

of 3,488 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Kepler Cheuvreux (Suisse) SA holds $122,017,826 across 4 Semiconductor Equipment & Materials names. AMAT ranks #3 (16.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	118,131	$51,189,705
2	KLAC	Kla Corp	164,740	$49,703,704
3	AMAT	Applied Materials Inc /De This page	28,062	$20,288,826
4	TER	Teradyne, Inc	1,727	$835,591

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,288,826	28,062	—	Shares	Defined	2026-07-15
No filing history on record for this holder in this stock.