VANGUARD CAPITAL MANAGEMENT LLC
Position in AMAT — Applied Materials Inc /De
CIK 2100119
MALVERN, PA
Position in AMAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$37,486,362,834
+$19,857,586,914 QoQ
Shares Held
51,848,358
+0.5% QoQ
Ownership
6.53%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#2
of 3,497 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026VANGUARD CAPITAL MANAGEMENT LLC holds $111,835,315,317 across 28 Semiconductor Equipment & Materials names. AMAT ranks #1 (33.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
51,848,358 | $37,486,362,834 | |
| 2 | LRCX |
Lam Research Corp
|
81,683,639 | $35,395,971,287 | |
| 3 | KLAC |
Kla Corp
|
85,323,770 | $25,743,034,646 | |
| 4 | TER |
Teradyne, Inc
|
10,225,398 | $4,947,456,568 | |
| 5 | Q |
Qnity Electronics, Inc.
|
13,674,813 | $2,233,233,711 | |
| 6 | ENTG |
Entegris Inc
|
6,888,468 | $1,238,959,854 | |
| 7 | ONTO |
Onto Innovation Inc.
|
2,247,737 | $850,656,067 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
6,701,080 | $577,834,128 |
All Filings in AMAT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,486,362,834 | 51,848,358 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $17,628,775,920 | 51,577,799 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $20,322,550,397 | 59,459,172 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||