KORNITZER CAPITAL MANAGEMENT INC /KS
Position in AMAT — Applied Materials Inc /De
CIK 898358
SHAWNEE MISSION, KS
Position in AMAT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$8,908,806
+$5,814,582 QoQ
Shares Held
12,322
+36.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#967
of 3,488 holders
Holding Since
Jun 2021
20 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, 2026KORNITZER CAPITAL MANAGEMENT INC /KS holds $76,020,901 across 9 Semiconductor Equipment & Materials names. AMAT ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
17,735 | $35,282,716 | |
| 2 | ONTO |
Onto Innovation Inc.
|
54,830 | $20,750,413 | |
| 3 | AMAT |
Applied Materials Inc /De
This page
|
12,322 | $8,908,806 | |
| 4 | TER |
Teradyne, Inc
|
9,900 | $4,790,016 | |
| 5 | ACMR |
ACM Research, Inc.
|
13,216 | $1,676,978 | |
| 6 | Q |
Qnity Electronics, Inc.
|
9,872 | $1,612,196 | |
| 7 | FORM |
Formfactor Inc
|
8,000 | $1,279,440 | |
| 8 | KLAC |
Kla Corp
|
4,000 | $1,206,840 |
All Filings in AMAT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,908,806 | 12,322 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $3,094,224 | 9,053 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,578,380 | 10,033 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,469,418 | 7,177 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,179,336 | 6,442 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $776,392 | 5,350 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $671,614 | 3,324 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $829,504 | 3,515 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $910,505 | 4,415 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $725,587 | 4,477 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,857,469 | 20,639 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $2,983,161 | 20,639 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,685,923 | 21,867 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,419,113 | 24,842 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,871,035 | 22,837 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,077,710 | 22,837 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,227,386 | 24,487 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $4,685,079 | 29,773 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,493,268 | 11,600 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,687,440 | 11,850 | Shares | Sole | 2021-07-30 | |
| No filing history on record for this holder in this stock. | ||||||