Position in AMAT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$67,006,917
+$34,588,136 QoQ
Shares Held
92,679
-2.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#399
of 3,497 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026PINNACLE ASSOCIATES LTD holds $391,367,802 across 14 Semiconductor Equipment & Materials names. AMAT ranks #2 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
255,656 | $110,783,414 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
92,679 | $67,006,917 | |
| 3 | UCTT |
Ultra Clean Holdings, Inc.
|
399,934 | $57,026,589 | |
| 4 | ICHR |
Ichor Holdings, Ltd.
|
379,392 | $42,598,133 | |
| 5 | AMBA |
Ambarella Inc
|
408,846 | $35,078,986 | |
| 6 | KLAC |
Kla Corp
|
110,079 | $33,211,935 | |
| 7 | FORM |
Formfactor Inc
|
176,497 | $28,227,165 | |
| 8 | IPGP |
Ipg Photonics Corp
|
55,526 | $6,514,310 |
All Filings in AMAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,006,917 | 92,679 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $32,418,781 | 94,850 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $25,044,703 | 97,454 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $20,060,220 | 97,979 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $18,254,458 | 99,713 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $14,114,080 | 97,258 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $18,140,888 | 111,547 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $23,670,157 | 117,150 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $26,585,217 | 112,654 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $23,732,123 | 115,076 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $18,986,500 | 117,150 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $16,297,503 | 117,714 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $17,600,202 | 121,767 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $15,169,259 | 123,498 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $12,191,391 | 125,194 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $10,213,311 | 124,659 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $11,371,317 | 124,987 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $16,477,504 | 125,019 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $20,457,429 | 130,004 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $16,744,683 | 130,076 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $18,156,427 | 127,503 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $18,835,462 | 140,984 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $13,200,793 | 152,964 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $9,258,683 | 155,739 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $10,019,708 | 165,752 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $7,971,213 | 173,968 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||