Position in AMAT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$359,398,962
+$191,514,450 QoQ
Shares Held
497,094
+1.2% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#145
of 3,488 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026DANSKE BANK A/S holds $1,172,303,329 across 11 Semiconductor Equipment & Materials names. AMAT ranks #2 (30.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
954,179 | $413,474,385 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
497,094 | $359,398,962 | |
| 3 | KLAC |
Kla Corp
|
1,082,108 | $326,482,804 | |
| 4 | TER |
Teradyne, Inc
|
86,720 | $41,958,604 | |
| 5 | Q |
Qnity Electronics, Inc.
|
120,789 | $19,726,051 | |
| 6 | ENTG |
Entegris Inc
|
62,300 | $11,205,278 | |
| 7 | UCTT |
Ultra Clean Holdings, Inc.
|
100 | $14,259 | |
| 8 | KLIC |
Kulicke & Soffa Industries Inc
|
100 | $13,376 |
All Filings in AMAT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $359,398,962 | 497,094 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $167,884,512 | 491,192 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $115,444,531 | 449,218 | Shares | Sole | 2026-02-02 | |
| 2025-06-30 | $149,485,806 | 816,550 | Shares | Sole | 2025-12-18 | |
| 2025-03-31 | $114,891,067 | 791,697 | Shares | Sole | 2025-12-18 | |
| 2024-12-31 | $148,452,729 | 912,825 | Shares | Sole | 2026-03-18 | |
| 2024-09-30 | $131,458,376 | 650,623 | Shares | Sole | 2026-03-18 | |
| 2024-06-30 | $143,711,774 | 608,974 | Shares | Sole | 2026-03-18 | |
| 2024-03-31 | $168,504,551 | 817,071 | Shares | Sole | 2026-03-18 | |
| No filing history on record for this holder in this stock. | ||||||