Position in AMAT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$326,580,546
+$151,543,393 QoQ
Shares Held
451,702
-11.8% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
#155
of 3,497 holders
Holding Since
Mar 2026
2 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, 2026SEB Asset Management AB holds $793,091,161 across 8 Semiconductor Equipment & Materials names. AMAT ranks #1 (41.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
451,702 | $326,580,546 | |
| 2 | KLAC |
Kla Corp
|
650,040 | $196,123,568 | |
| 3 | LRCX |
Lam Research Corp
|
448,909 | $194,525,736 | |
| 4 | TER |
Teradyne, Inc
|
62,196 | $30,092,912 | |
| 5 | Q |
Qnity Electronics, Inc.
|
116,376 | $19,005,364 | |
| 6 | ONTO |
Onto Innovation Inc.
|
34,600 | $13,094,370 | |
| 7 | ENTG |
Entegris Inc
|
59,653 | $10,729,188 | |
| 8 | NVMI |
Nova Ltd.
|
5,414 | $2,939,477 |
All Filings in AMAT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $326,580,546 | 451,702 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $175,037,153 | 512,119 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||