ROYAL LONDON ASSET MANAGEMENT LTD
Position in AMAT — Applied Materials Inc /De
CIK 863748
UNITED KINGDOM, X0
Position in AMAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$332,582,169
+$168,887,659 QoQ
Shares Held
460,003
-4.0% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#152
of 3,488 holders
Holding Since
Mar 2020
26 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, 2026ROYAL LONDON ASSET MANAGEMENT LTD holds $886,331,860 across 7 Semiconductor Equipment & Materials names. AMAT ranks #1 (37.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
460,003 | $332,582,169 | |
| 2 | LRCX |
Lam Research Corp
|
661,673 | $286,722,761 | |
| 3 | KLAC |
Kla Corp
|
717,115 | $216,360,766 | |
| 4 | TER |
Teradyne, Inc
|
73,347 | $35,488,212 | |
| 5 | Q |
Qnity Electronics, Inc.
|
81,455 | $13,302,416 | |
| 6 | ENTG |
Entegris Inc
|
6,588 | $1,184,917 | |
| 7 | NVMI |
Nova Ltd.
|
1,272 | $690,619 |
All Filings in AMAT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,582,169 | 460,003 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $163,694,510 | 478,933 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $138,740,163 | 539,866 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $110,909,091 | 541,707 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $160,491,793 | 876,669 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $141,942,162 | 978,102 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $144,976,025 | 891,447 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $184,132,610 | 911,322 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $215,163,410 | 911,748 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $237,857,432 | 1,153,360 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $173,262,554 | 1,069,060 | Shares | Sole | 2024-03-01 | |
| 2023-09-30 | $138,064,832 | 997,218 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $136,159,570 | 942,020 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $92,486,568 | 752,964 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $61,664,911 | 633,240 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $49,424,026 | 603,247 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $56,951,933 | 625,983 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $83,332,263 | 632,263 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $98,243,939 | 624,326 | Shares | Sole | 2022-10-18 | |
| 2021-09-30 | $84,795,738 | 658,710 | Shares | Sole | 2022-10-18 | |
| 2021-06-30 | $95,629,716 | 671,557 | Shares | Sole | 2022-10-18 | |
| 2021-03-31 | $46,400,616 | 347,310 | Shares | Sole | 2022-10-17 | |
| 2020-12-31 | $28,969,442 | 335,683 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $20,502,818 | 344,875 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $20,847,693 | 344,875 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $16,572,864 | 361,695 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||