Position in AMAT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$544,732,782
+$325,362,390 QoQ
Shares Held
753,434
+17.4% QoQ
Ownership
0.095%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#104
of 3,486 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026FIFTH THIRD BANCORP holds $965,592,969 across 22 Semiconductor Equipment & Materials names. AMAT ranks #1 (56.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
753,434 | $544,732,782 | |
| 2 | LRCX |
Lam Research Corp
|
527,507 | $228,584,608 | |
| 3 | KLAC |
Kla Corp
|
311,791 | $94,070,462 | |
| 4 | ASML |
Asml Holding NV
|
10,413 | $20,716,037 | |
| 5 | TER |
Teradyne, Inc
|
34,515 | $16,699,737 | |
| 6 | ENTG |
Entegris Inc
|
72,472 | $13,034,813 | |
| 7 | Q |
Qnity Electronics, Inc.
|
58,906 | $9,619,938 | |
| 8 | FORM |
Formfactor Inc
|
57,272 | $9,159,510 |
All Filings in AMAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $544,732,782 | 753,434 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $219,370,392 | 641,828 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $122,873,343 | 478,125 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $98,029,716 | 478,801 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $89,786,132 | 490,447 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $81,474,141 | 561,426 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $93,036,882 | 572,077 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $121,861,406 | 603,125 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $142,183,031 | 602,496 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $122,925,660 | 596,061 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $91,144,116 | 562,375 | Shares | Defined | 2024-01-19 | |
| 2023-09-30 | $76,505,808 | 552,588 | Shares | Defined | 2023-10-31 | |
| 2023-06-30 | $75,945,507 | 525,429 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $51,781,934 | 421,574 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $44,281,120 | 454,725 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $40,295,468 | 491,828 | Shares | Defined | 2022-10-25 | |
| 2022-06-30 | $44,946,394 | 494,025 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $68,273,849 | 518,011 | Shares | Defined | 2022-04-19 | |
| 2021-12-31 | $74,297,996 | 472,153 | Shares | Defined | 2022-02-01 | |
| 2021-09-30 | $54,033,001 | 419,739 | Shares | Defined | 2021-10-15 | |
| 2021-06-30 | $55,014,104 | 386,335 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $46,702,952 | 349,573 | Shares | Defined | 2021-05-07 | |
| 2020-12-31 | $37,611,007 | 435,817 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $22,903,588 | 385,258 | Shares | Defined | 2020-11-09 | |
| 2020-06-30 | $16,521,831 | 273,314 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $9,353,007 | 204,125 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||