SIT INVESTMENT ASSOCIATES INC

Position in AMAT — Applied Materials Inc /De

CIK 769317 Minneapolis, MN

Position in AMAT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$87,911,016

+$45,236,142 QoQ

Shares Held

121,592

-2.6% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

1.68%

of 13F equity value

Holder Rank

#338

of 3,488 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

SIT INVESTMENT ASSOCIATES INC holds $116,775,497 across 4 Semiconductor Equipment & Materials names. AMAT ranks #1 (75.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	121,592	$87,911,016
2	ASML	Asml Holding NV	13,488	$26,833,565
3	ENTG	Entegris Inc	10,931	$1,966,049
4	KLAC	Kla Corp	215	$64,867

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$87,911,016	121,592	-2.6%	Shares	Sole	2026-08-12
2026-03-31	$42,674,874	124,857	+15.3%	Shares	Sole	2026-05-13
2025-12-31	$27,825,335	108,274	-6.2%	Shares	Sole	2026-02-12
2025-09-30	$23,644,194	115,484	-2.8%	Shares	Sole	2025-11-13
2025-06-30	$21,746,153	118,786	-1.2%	Shares	Sole	2025-08-14
2025-03-31	$17,454,888	120,279	-10.3%	Shares	Sole	2025-05-13
2024-12-31	$21,816,163	134,146	-21.1%	Shares	Sole	2025-02-13
2024-09-30	$34,355,167	170,033	-7.6%	Shares	Sole	2024-11-13
2024-06-30	$43,407,528	183,938	-5.9%	Shares	Sole	2024-08-14
2024-03-31	$40,304,147	195,433	-6.3%	Shares	Sole	2024-05-14
2023-12-31	$33,801,805	208,563	-10.0%	Shares	Sole	2024-02-13
2023-09-30	$32,100,324	231,855	+0.0%	Shares	Sole	2023-11-13
2023-06-30	$33,505,094	231,805	-0.9%	Shares	Sole	2023-08-10
2023-03-31	$28,728,708	233,890	-4.4%	Shares	Sole	2023-05-11
2022-12-31	$23,832,781	244,740	-4.0%	Shares	Sole	2023-02-10
2022-09-30	$20,897,229	255,062	-5.2%	Shares	Sole	2022-11-10
2022-06-30	$24,467,797	268,936	-4.7%	Shares	Sole	2022-08-11
2022-03-31	$37,185,524	282,136	-3.0%	Shares	Sole	2022-05-12
2021-12-31	$45,773,034	290,881	-8.8%	Shares	Sole	2022-02-11
2021-09-30	$41,041,183	318,816	-3.9%	Shares	Sole	2021-11-12
2021-06-30	$47,220,694	331,606	-3.2%	Shares	Sole	2021-08-13
2021-03-31	$45,752,255	342,457	-8.1%	Shares	Sole	2021-05-13
2020-12-31	$32,155,552	372,602	-5.8%	Shares	Sole	2021-02-11
2020-09-30	$23,518,717	395,605	-13.9%	Shares	Sole	2020-11-12
2020-06-30	$27,788,260	459,690	-5.1%	Shares	Sole	2020-08-13
2020-03-31	$22,201,622	484,540	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.