Position in AMAT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$79,877,763
+$44,939,648 QoQ
Shares Held
110,481
+8.1% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#362
of 3,486 holders
Holding Since
Mar 2025
6 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, 2026OP Asset Management Ltd holds $215,966,934 across 10 Semiconductor Equipment & Materials names. AMAT ranks #1 (37.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
110,481 | $79,877,763 | |
| 2 | LRCX |
Lam Research Corp
|
169,758 | $73,561,234 | |
| 3 | KLAC |
Kla Corp
|
146,325 | $44,147,715 | |
| 4 | TER |
Teradyne, Inc
|
17,053 | $8,250,923 | |
| 5 | Q |
Qnity Electronics, Inc.
|
22,403 | $3,658,633 | |
| 6 | ENTG |
Entegris Inc
|
16,308 | $2,933,156 | |
| 7 | ONTO |
Onto Innovation Inc.
|
3,589 | $1,358,257 | |
| 8 | UCTT |
Ultra Clean Holdings, Inc.
|
7,558 | $1,077,695 |
All Filings in AMAT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,877,763 | 110,481 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $34,938,115 | 102,221 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $29,448,227 | 114,589 | Shares | Sole | 2026-04-21 | |
| 2025-09-30 | $23,747,383 | 115,988 | Shares | Sole | 2026-04-20 | |
| 2025-06-30 | $21,060,738 | 115,042 | Shares | Sole | 2026-04-20 | |
| 2025-03-31 | $16,233,848 | 111,865 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||