Position in AMAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$767,752,977
+$645,641,666 QoQ
Shares Held
1,061,899
+197.2% QoQ
Ownership
0.134%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#82
of 3,488 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 97%
None 3%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $8,269,010,880 across 18 Semiconductor Equipment & Materials names. AMAT ranks #3 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
14,821,622 | $4,471,831,568 | |
| 2 | ASML |
Asml Holding NV
|
928,538 | $1,847,270,542 | |
| 3 | AMAT |
Applied Materials Inc /De
This page
|
1,061,899 | $767,752,977 | |
| 4 | LRCX |
Lam Research Corp
|
1,215,581 | $526,747,713 | |
| 5 | ONTO |
Onto Innovation Inc.
|
539,314 | $204,103,381 | |
| 6 | ICHR |
Ichor Holdings, Ltd.
|
1,108,844 | $124,501,001 | |
| 7 | VECO |
Veeco Instruments Inc
|
761,575 | $57,727,383 | |
| 8 | ENTG |
Entegris Inc
|
309,848 | $55,729,259 |
All Filings in AMAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $767,752,977 | 1,061,899 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $122,111,311 | 357,270 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $110,755,235 | 430,971 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $14,219,601 | 69,452 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $35,945,427 | 196,348 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $13,532,874 | 93,253 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $14,994,972 | 92,203 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $22,094,773 | 109,353 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $27,354,308 | 115,913 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $33,248,193 | 161,219 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $352,626,391 | 2,175,766 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $7,456,086 | 53,854 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $5,523,884 | 38,217 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,607,680 | 21,230 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $910,989 | 9,355 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $875,175 | 10,682 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,848,440 | 20,317 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $3,611,056 | 27,398 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,662,081 | 23,272 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $2,667,671 | 20,723 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,571,174 | 18,056 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $3,057,836 | 22,888 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,758,665 | 31,966 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $234,113 | 3,938 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $2,956,004 | 48,900 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,399,039 | 96,007 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||