NISSAY ASSET MANAGEMENT CORP /JAPAN

Position in AMAT — Applied Materials Inc /De

CIK 869589 Tokyo, M0

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Position in AMAT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$341,584,242

+$187,656,382 QoQ

Shares Held

472,454

+4.9% QoQ

Ownership

0.060%

of shares outstanding

% of Portfolio

1.95%

of 13F equity value

Holder Rank

#148

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, 2026

NISSAY ASSET MANAGEMENT CORP /JAPAN holds $896,472,641 across 8 Semiconductor Equipment & Materials names. AMAT ranks #1 (38.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	472,454	$341,584,242
2	LRCX	Lam Research Corp	496,234	$215,033,079
3	KLAC	Kla Corp	582,944	$175,880,034
4	ASML	Asml Holding NV	37,642	$74,886,496
5	TER	Teradyne, Inc	134,875	$65,257,920
6	ENTG	Entegris Inc	73,638	$13,244,530
7	NVMI	Nova Ltd.	11,074	$6,012,517
8	Q	Qnity Electronics, Inc.	28,007	$4,573,823

All Filings in AMAT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$341,584,242	472,454	+4.9%	Shares	Sole	2026-08-14
2026-03-31	$153,927,860	450,358	-7.5%	Shares	Sole	2026-05-15
2025-12-31	$125,159,783	487,022	+62.9%	Shares	Sole	2026-02-17
2025-09-30	$61,198,014	298,906	+1.0%	Shares	Sole	2025-11-14
2025-06-30	$54,163,456	295,862	-2.4%	Shares	Sole	2025-08-14
2025-03-31	$44,009,816	303,265	-0.6%	Shares	Sole	2025-05-15
2024-12-31	$49,617,925	305,097	-11.3%	Shares	Sole	2025-02-14
2024-09-30	$69,467,820	343,815	-18.1%	Shares	Sole	2024-11-14
2024-06-30	$99,088,661	419,885	-22.0%	Shares	Sole	2024-08-14
2024-03-31	$110,989,067	538,181	-18.3%	Shares	Sole	2024-05-15
2023-12-31	$106,791,650	658,923	+417.9%	Shares	Sole	2024-02-14
2023-09-30	$17,615,962	127,237	+6.5%	Shares	Sole	2023-11-14
2023-06-30	$17,263,423	119,437	-0.9%	Shares	Sole	2023-08-14
2023-03-31	$14,808,998	120,565	+1.4%	Shares	Sole	2023-05-15
2022-12-31	$11,576,144	118,876	-2.5%	Shares	Sole	2023-02-14
2022-09-30	$9,993,985	121,982	+5.9%	Shares	Sole	2022-11-14
2022-06-30	$10,479,440	115,184	+1.5%	Shares	Sole	2022-08-15
2022-03-31	$14,961,145	113,514	+2.0%	Shares	Sole	2022-05-16
2021-12-31	$17,509,761	111,272	-2.2%	Shares	Sole	2022-02-14
2021-09-30	$14,643,938	113,757	-17.1%	Shares	Sole	2021-11-10
2021-06-30	$19,547,675	137,273	+4.7%	Shares	Sole	2021-08-13
2021-03-31	$17,509,348	131,058	-15.7%	Shares	Sole	2021-05-11
2020-12-31	$13,420,771	155,513	+38.9%	Shares	Sole	2021-02-08
2020-09-30	$6,655,130	111,945	-11.5%	Shares	Sole	2020-10-20
2020-06-30	$7,649,101	126,536	-2.4%	Shares	Sole	2020-07-27
2020-03-31	$5,942,945	129,702	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.