Position in AMAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,435,501,415
+$1,408,698,639 QoQ
Shares Held
3,368,605
+12.1% QoQ
Ownership
0.424%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#32
of 3,488 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 6%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026FRANKLIN RESOURCES INC holds $12,366,965,290 across 25 Semiconductor Equipment & Materials names. AMAT ranks #2 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
13,065,549 | $5,661,694,340 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
3,368,605 | $2,435,501,415 | |
| 3 | KLAC |
Kla Corp
|
5,409,031 | $1,631,958,735 | |
| 4 | ASML |
Asml Holding NV
|
801,824 | $1,595,180,654 | |
| 5 | TER |
Teradyne, Inc
|
726,758 | $351,634,586 | |
| 6 | ONTO |
Onto Innovation Inc.
|
540,583 | $204,583,633 | |
| 7 | NVMI |
Nova Ltd.
|
295,272 | $160,314,976 | |
| 8 | VECO |
Veeco Instruments Inc
|
1,147,664 | $86,992,930 |
All Filings in AMAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,435,501,415 | 3,368,605 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,026,802,776 | 3,004,192 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $817,455,115 | 3,180,883 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $690,280,304 | 3,377,917 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $654,987,474 | 3,577,798 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $541,419,059 | 3,730,837 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $592,565,655 | 3,643,643 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $799,410,820 | 3,956,500 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $1,184,809,500 | 5,020,592 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $977,725,906 | 4,740,949 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $442,932,932 | 2,732,973 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $474,801,255 | 3,429,406 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $492,390,683 | 3,406,605 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $466,833,099 | 3,800,644 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $349,256,091 | 3,586,528 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $212,149,538 | 2,589,400 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $178,232,272 | 1,959,027 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $258,954,969 | 1,964,757 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $318,590,106 | 2,024,594 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $255,108,228 | 1,981,731 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $277,983,877 | 1,952,134 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $307,806,380 | 2,303,940 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $187,712,938 | 2,175,121 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $125,737,045 | 2,115,005 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $112,057,433 | 1,853,721 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $100,904,986 | 2,202,204 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||