Position in AMAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$237,867
+$169,509 QoQ
Shares Held
329
+64.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3,151
of 3,488 holders
Holding Since
Mar 2020
26 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, 2026LOOMIS SAYLES & CO L P holds $414,164,970 across 9 Semiconductor Equipment & Materials names. AMAT ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
769,321 | $232,111,838 | |
| 2 | ONTO |
Onto Innovation Inc.
|
131,434 | $49,741,196 | |
| 3 | Q |
Qnity Electronics, Inc.
|
269,233 | $43,968,440 | |
| 4 | NVMI |
Nova Ltd.
|
65,514 | $35,570,170 | |
| 5 | UCTT |
Ultra Clean Holdings, Inc.
|
203,538 | $29,022,482 | |
| 6 | LRCX |
Lam Research Corp
|
36,313 | $15,735,512 | |
| 7 | ASML |
Asml Holding NV
|
3,887 | $7,732,952 | |
| 8 | AMAT |
Applied Materials Inc /De
This page
|
329 | $237,867 |
All Filings in AMAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,867 | 329 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $68,358 | 200 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $46,772 | 182 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $38,695 | 189 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $34,051 | 186 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $41,214 | 284 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $665,807 | 4,094 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $850,226 | 4,208 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $923,192 | 3,912 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $560,326 | 2,717 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $86,221 | 532 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $70,332 | 508 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $70,969 | 491 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $72,838 | 593 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $12,659 | 130 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $12,207 | 149 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $382,025 | 4,199 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $2,011,926 | 15,265 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $3,119,976 | 19,827 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,110,270 | 16,393 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,482,885 | 17,436 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,678,683 | 12,565 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,519,656 | 17,609 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $987,464 | 16,610 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,138,031 | 18,826 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $891,794 | 19,463 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||