TEACHER RETIREMENT SYSTEM OF TEXAS
PensionPosition in AMAT — Applied Materials Inc /De
CIK 796848
AUSTIN, TX
Position in AMAT
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$105,033,434
+$52,858,297 QoQ
Shares Held
307,304
+51.4% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026TEACHER RETIREMENT SYSTEM OF TEXAS holds $314,348,270 across 15 Semiconductor Equipment & Materials names. AMAT ranks #2 (33.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
547,533 | $116,985,900 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
307,304 | $105,033,434 | |
| 3 | TER |
Teradyne, Inc
|
136,169 | $40,368,661 | |
| 4 | Q |
Qnity Electronics, Inc.
|
318,124 | $36,705,147 | |
| 5 | KLAC |
Kla Corp
|
53,620 | $7,895,062 | |
| 6 | FORM |
Formfactor Inc
|
15,777 | $1,530,211 | |
| 7 | NVMI |
Nova Ltd.
|
3,386 | $1,470,472 | |
| 8 | KLIC |
Kulicke & Soffa Industries Inc
|
21,227 | $1,395,038 |
All Filings in AMAT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $105,033,434 | 307,304 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $52,175,137 | 203,024 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $37,762,450 | 184,441 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $61,491,931 | 335,893 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $52,110,560 | 359,086 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $95,706,453 | 588,492 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $91,882,641 | 454,752 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $82,804,171 | 350,880 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $54,001,944 | 261,853 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $44,829,048 | 276,603 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $50,760,200 | 366,632 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $40,030,208 | 276,949 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $41,727,684 | 339,719 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $24,246,743 | 248,991 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $27,355,443 | 333,888 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $31,488,905 | 346,108 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $48,544,576 | 368,320 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $56,064,535 | 356,282 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $52,218,165 | 405,641 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $55,088,864 | 386,860 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $48,413,567 | 362,377 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $27,353,130 | 316,954 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $21,016,942 | 353,523 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $14,026,334 | 232,032 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $15,443,585 | 337,049 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||