MACKENZIE FINANCIAL CORP

Position in AMAT — Applied Materials Inc /De

CIK 919859 TORONTO ONTARIO, A6

Position in AMAT

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$219,433,623

+$96,526,614 QoQ

Shares Held

642,013

+34.2% QoQ

Ownership

0.081%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

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

Technology · as of Mar 31, 2026

MACKENZIE FINANCIAL CORP holds $711,828,526 across 14 Semiconductor Equipment & Materials names. AMAT ranks #2 (30.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	1,617,352	$345,563,428
2	AMAT	Applied Materials Inc /De This page	642,013	$219,433,623
3	TER	Teradyne, Inc	139,826	$41,452,815
4	ASML	Asml Holding NV	25,864	$34,161,947
5	DQ	Daqo New Energy Corp.	1,376,475	$29,277,623
6	KLAC	Kla Corp	85,212	$12,546,700
7	CAMT	Camtek Ltd	77,368	$11,729,762
8	KLIC	Kulicke & Soffa Industries Inc	60,017	$3,944,317

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$219,433,623	642,013	+34.2%	Shares	Sole	2026-05-13
2025-12-31	$122,907,009	478,256	+89.6%	Shares	Sole	2026-02-18
2025-09-30	$51,650,783	252,275	+39.6%	Shares	Sole	2025-11-13
2025-06-30	$33,089,353	180,747	+13.2%	Shares	Sole	2025-08-13
2025-03-31	$23,179,146	159,724	-19.5%	Shares	Sole	2025-05-07
2024-12-31	$32,250,830	198,308	+15.9%	Shares	Sole	2025-05-02
2024-09-30	$34,578,837	171,140	-31.5%	Shares	Sole	2024-11-13
2024-06-30	$58,959,033	249,837	-6.4%	Shares	Sole	2024-08-14
2024-03-31	$55,072,071	267,042	-1.9%	Shares	Sole	2024-05-10
2023-12-31	$44,116,426	272,206	+33.1%	Shares	Sole	2024-01-30
2023-09-30	$28,314,547	204,511	+27.9%	Shares	Sole	2023-10-25
2023-06-30	$23,116,137	159,929	-27.0%	Shares	Sole	2023-08-03
2023-03-31	$26,914,141	219,117	+18.5%	Shares	Sole	2023-04-24
2022-12-31	$18,001,958	184,863	-1.7%	Shares	Sole	2023-02-14
2022-09-30	$15,415,457	188,154	-43.0%	Shares	Sole	2022-10-07
2022-06-30	$30,033,589	330,112	-0.7%	Shares	Sole	2022-08-10
2022-03-31	$43,799,248	332,316	-0.6%	Shares	Sole	2022-05-13
2021-12-31	$52,605,762	334,302	+6.1%	Shares	Sole	2022-02-14
2021-09-30	$40,571,319	315,166	+9.0%	Shares	Sole	2021-11-08
2021-06-30	$41,164,564	289,077	+15.9%	Shares	Sole	2021-08-11
2021-03-31	$33,323,714	249,429	+266.3%	Shares	Sole	2021-05-14
2020-12-31	$5,876,943	68,099	+31.3%	Shares	Sole	2021-02-10
2020-09-30	$3,082,363	51,848	-7.0%	Shares	Sole	2020-11-13
2020-06-30	$3,371,719	55,777	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.