PANAGORA ASSET MANAGEMENT INC

Position in AMAT — Applied Materials Inc /De

CIK 883677 Boston, MA

Back to AMAT Full portfolio

Position in AMAT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$296,521,098

+$217,256,238 QoQ

Shares Held

410,126

+76.8% QoQ

Ownership

0.052%

of shares outstanding

% of Portfolio

0.91%

of 13F equity value

Holder Rank

#168

of 3,503 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 36% Shared 0% None 64%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

PANAGORA ASSET MANAGEMENT INC holds $914,625,158 across 12 Semiconductor Equipment & Materials names. AMAT ranks #2 (32.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	983,205	$426,052,222
2	AMAT	Applied Materials Inc /De This page	410,126	$296,521,098
3	KLAC	Kla Corp	226,330	$68,286,024
4	Q	Qnity Electronics, Inc.	248,346	$40,557,385
5	AMKR	Amkor Technology, Inc.	309,415	$26,680,855
6	ONTO	Onto Innovation Inc.	65,409	$24,754,036
7	AMBA	Ambarella Inc	150,261	$12,892,393
8	TER	Teradyne, Inc	22,081	$10,683,671

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	$296,521,098	410,126	+76.8%	Shares	Sole	2026-08-06
2026-03-31	$79,264,860	231,911	+5.4%	Shares	Sole	2026-05-14
2025-12-31	$56,545,766	220,031	-45.8%	Shares	Sole	2026-02-13
2025-09-30	$83,156,379	406,156	+15.4%	Shares	Sole	2025-11-13
2025-06-30	$64,407,138	351,817	+2.5%	Shares	Sole	2025-08-13
2025-03-31	$49,807,796	343,218	-67.1%	Shares	Sole	2025-05-15
2024-12-31	$169,549,743	1,042,549	-1.1%	Shares	Sole	2025-02-13
2024-09-30	$212,967,165	1,054,032	+12.1%	Shares	Sole	2024-11-13
2024-06-30	$221,835,319	940,020	+7.3%	Shares	Sole	2024-07-29
2024-03-31	$180,602,004	875,731	+1.7%	Shares	Sole	2024-05-07
2023-12-31	$139,592,511	861,310	-5.0%	Shares	Sole	2024-02-08
2023-09-30	$125,512,262	906,553	+11.2%	Shares	Sole	2023-10-31
2023-06-30	$117,846,208	815,319	+53.0%	Shares	Sole	2023-08-11
2023-03-31	$65,470,723	533,019	-2.3%	Shares	Sole	2023-05-12
2022-12-31	$53,118,258	545,474	-20.0%	Shares	Sole	2023-02-13
2022-09-30	$55,847,420	681,648	+18.0%	Shares	Sole	2022-11-14
2022-06-30	$52,566,242	577,778	-0.5%	Shares	Sole	2022-08-15
2022-03-31	$76,512,536	580,520	-17.2%	Shares	Sole	2022-05-12
2021-12-31	$110,281,192	700,821	-16.7%	Shares	Sole	2022-02-10
2021-09-30	$108,257,166	840,963	+4.9%	Shares	Sole	2021-11-10
2021-06-30	$114,177,032	801,805	-9.9%	Shares	Sole	2021-08-11
2021-03-31	$118,840,540	889,525	+5.1%	Shares	Sole	2021-05-12
2020-12-31	$73,043,974	846,396	+342.3%	Shares	Sole	2021-02-10
2020-09-30	$11,377,719	191,383	-60.8%	Shares	Sole	2020-11-13
2020-06-30	$29,531,215	488,523	+52.4%	Shares	Sole	2020-08-12
2020-03-31	$14,688,609	320,572	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.