MIZUHO SECURITIES USA LLC

Broker-Dealer

Position in AMAT — Applied Materials Inc /De

CIK 812291 NEW YORK, NY

Position in AMAT

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$44,920,713

+$28,520,262 QoQ

Shares Held

62,131

+29.5% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.74%

of 13F equity value

Holder Rank

#479

of 3,488 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

MIZUHO SECURITIES USA LLC holds $126,806,808 across 5 Semiconductor Equipment & Materials names. AMAT ranks #1 (35.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	62,131	$44,920,713
2	LRCX	Lam Research Corp	97,905	$42,425,173
3	KLAC	Kla Corp	102,267	$30,854,976
4	TER	Teradyne, Inc	12,255	$5,929,459
5	Q	Qnity Electronics, Inc.	16,389	$2,676,487

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$44,920,713	62,131	+29.5%	Shares	Defined	2026-07-28
2026-03-31	$16,400,451	47,984	-17.3%	Shares	Defined	2026-05-11
2025-12-31	$14,906,961	58,006	-0.8%	Shares	Defined	2026-02-09
2025-09-30	$11,966,848	58,449	+4.1%	Shares	Defined	2025-10-22
2025-06-30	$10,279,929	56,153	—	Shares	Defined	2025-08-01
No filing history on record for this holder in this stock.