Position in AMAT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$57,809,634
+$30,741,234 QoQ
Shares Held
79,958
+1.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#429
of 3,488 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026BLAIR WILLIAM & CO/IL holds $239,425,303 across 10 Semiconductor Equipment & Materials names. AMAT ranks #3 (24.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
288,392 | $87,010,750 | |
| 2 | ASML |
Asml Holding NV
|
30,906 | $61,485,629 | |
| 3 | AMAT |
Applied Materials Inc /De
This page
|
79,958 | $57,809,634 | |
| 4 | LRCX |
Lam Research Corp
|
37,565 | $16,278,041 | |
| 5 | TER |
Teradyne, Inc
|
14,329 | $6,932,943 | |
| 6 | Q |
Qnity Electronics, Inc.
|
34,664 | $5,660,977 | |
| 7 | ENTG |
Entegris Inc
|
10,283 | $1,849,500 | |
| 8 | AEHR |
Aehr Test Systems
|
17,838 | $1,713,518 |
All Filings in AMAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,809,634 | 79,958 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $27,068,400 | 79,196 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $20,407,575 | 79,410 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $17,252,416 | 84,265 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $15,397,834 | 84,109 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $12,304,869 | 84,791 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $13,508,698 | 83,064 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $16,720,445 | 82,754 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $19,135,957 | 81,088 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $16,315,061 | 79,111 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $13,091,204 | 80,775 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $11,057,170 | 79,864 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $13,273,975 | 91,836 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $10,602,071 | 86,315 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $8,727,779 | 89,626 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $7,927,219 | 96,756 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $8,884,287 | 97,651 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $13,006,551 | 98,684 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $15,626,949 | 99,307 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $12,215,060 | 94,889 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $13,411,089 | 94,179 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $16,432,265 | 122,996 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $7,959,880 | 92,235 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $5,395,146 | 90,751 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $5,459,420 | 90,313 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $3,928,881 | 85,746 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||