Skip to main content
Equibles

TCW GROUP INC

Position in AMAT — Applied Materials Inc /De

CIK 850401 LOS ANGELES, CA
Back to AMAT Full portfolio

Position in AMAT

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$119,420,802
+$62,001,450 QoQ
Shares Held
165,174
-1.7% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#292
of 3,503 holders
Holding Since
Mar 2020
15 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 Jun 30, 2026

TCW GROUP INC holds $829,747,117 across 8 Semiconductor Equipment & Materials names. AMAT ranks #3 (14.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 KLAC
Kla Corp
 933,931 $281,776,320
2 ASML
Asml Holding NV
 132,437 $263,475,450
3 AMAT
Applied Materials Inc /De
This page 		165,174 $119,420,802
4 AMKR
Amkor Technology, Inc.
 1,027,777 $88,625,209
5 Q
Qnity Electronics, Inc.
 297,276 $48,548,143
6 LRCX
Lam Research Corp
 29,261 $12,679,668
7 PLAB
Photronics Inc
 355,820 $11,574,824
8 TER
Teradyne, Inc
 7,537 $3,646,701

All Filings in AMAT

Export CSV
15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $119,420,802 165,174
2026-03-31 $57,419,352 167,996
2025-12-31 $4,128,800 16,066
2025-06-30 $2,257,070 12,329
2025-03-31 $6,223,761 42,887
2024-12-31 $4,891,422 30,077
2024-09-30 $6,163,939 30,507
2024-06-30 $8,632,278 36,579
2024-03-31 $8,072,254 39,142
2023-12-31 $7,695,893 47,485
2021-03-31 $3,913,812 29,295
2020-12-31 $2,264,512 26,240
2020-09-30 $1,975,523 33,230
2020-06-30 $2,008,874 33,232
2020-03-31 $1,522,690 33,232