Caisse de depot et placement du Quebec

Position in AMAT — Applied Materials Inc /De

CIK 898286 Montreal, A8

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Position in AMAT

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$432,816,538

+$214,237,806 QoQ

Shares Held

1,266,323

+48.9% QoQ

Ownership

0.159%

of shares outstanding

% of Portfolio

0.73%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Mar 31, 2026

Caisse de depot et placement du Quebec holds $747,583,830 across 6 Semiconductor Equipment & Materials names. AMAT ranks #1 (57.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	1,266,323	$432,816,538
2	LRCX	Lam Research Corp	764,263	$163,292,432
3	TER	Teradyne, Inc	280,757	$83,233,220
4	KLAC	Kla Corp	45,402	$66,850,358
5	ONTO	Onto Innovation Inc.	5,011	$1,027,605
6	Q	Qnity Electronics, Inc.	3,152	$363,677

All Filings in AMAT

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$432,816,538	1,266,323	+48.9%	Shares	Sole	2026-05-14
2025-12-31	$218,578,732	850,534	+292.6%	Shares	Sole	2026-02-17
2025-09-30	$44,357,330	216,652	-4.9%	Shares	Sole	2025-11-14
2025-06-30	$41,720,554	227,894	-57.4%	Shares	Sole	2025-08-14
2025-03-31	$77,544,436	534,347	-51.8%	Shares	Sole	2025-05-14
2024-12-31	$180,294,057	1,108,615	-33.3%	Shares	Sole	2025-02-14
2024-09-30	$335,675,161	1,661,347	+31.3%	Shares	Sole	2024-11-14
2024-06-30	$298,554,252	1,265,114	+19.3%	Shares	Sole	2024-08-14
2024-03-31	$218,763,422	1,060,774	+13.3%	Shares	Sole	2024-05-14
2023-12-31	$151,731,716	936,211	+7.7%	Shares	Sole	2024-02-14
2023-09-30	$120,303,220	868,929	-12.2%	Shares	Sole	2023-11-14
2023-06-30	$142,969,572	989,135	+3.6%	Shares	Sole	2023-08-14
2023-03-31	$117,305,352	955,022	+25.8%	Shares	Sole	2023-05-12
2022-12-31	$73,947,061	759,366	+57.6%	Shares	Sole	2023-02-14
2022-09-30	$39,469,941	481,752	+44.2%	Shares	Sole	2022-11-14
2022-06-30	$30,389,594	334,025	-29.6%	Shares	Sole	2022-08-12
2022-03-31	$62,553,993	474,613	-39.8%	Shares	Sole	2022-05-13
2021-12-31	$124,103,380	788,659	+90.0%	Shares	Sole	2022-02-14
2021-09-30	$53,440,328	415,135	+63.9%	Shares	Sole	2021-11-12
2021-06-30	$36,068,068	253,287	-1.9%	Shares	Sole	2021-08-13
2021-03-31	$34,494,718	258,194	+148.0%	Shares	Sole	2021-05-14
2020-12-31	$8,983,916	104,101	-20.3%	Shares	Sole	2021-02-12
2020-09-30	$7,764,170	130,600	+598.4%	Shares	Sole	2020-11-13
2020-06-30	$1,130,415	18,700	-45.5%	Shares	Sole	2020-08-14
2020-03-31	$1,571,626	34,300	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.