Position in AMAT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,391,502
+$3,219,505 QoQ
Shares Held
6,074
+77.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,277
of 3,482 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026ROTHSCHILD INVESTMENT LLC holds $22,772,378 across 25 Semiconductor Equipment & Materials names. AMAT ranks #3 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
19,583 | $5,908,386 | |
| 2 | LRCX |
Lam Research Corp
|
10,377 | $4,496,665 | |
| 3 | AMAT |
Applied Materials Inc /De
This page
|
6,074 | $4,391,502 | |
| 4 | TER |
Teradyne, Inc
|
7,977 | $3,859,591 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
17,550 | $1,513,336 | |
| 6 | ASML |
Asml Holding NV
|
479 | $952,941 | |
| 7 | Q |
Qnity Electronics, Inc.
|
3,831 | $625,640 | |
| 8 | IPGP |
Ipg Photonics Corp
|
3,618 | $424,463 |
All Filings in AMAT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,391,502 | 6,074 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,171,997 | 3,429 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $834,703 | 3,248 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $651,687 | 3,183 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $612,003 | 3,343 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $499,648 | 3,443 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $552,454 | 3,397 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $670,401 | 3,318 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $859,947 | 3,644 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $692,520 | 3,358 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $533,210 | 3,290 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||