NOMURA ASSET MANAGEMENT INTERNATIONAL INC.
Position in AMAT — Applied Materials Inc /De
CIK 921739
PHILADELPHIA, PA
Position in AMAT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$184,001,620
+$38,006,887 QoQ
Shares Held
538,347
-5.2% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 98.47273227119312.ToString("F0")%
Shared 0.ToString("F0")%
None 1.5272677288068848.ToString("F0")%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026NOMURA ASSET MANAGEMENT INTERNATIONAL INC. holds $530,114,597 across 13 Semiconductor Equipment & Materials names. AMAT ranks #2 (34.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
194,837 | $257,346,554 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
538,347 | $184,001,620 | |
| 3 | UCTT |
Ultra Clean Holdings, Inc.
|
412,699 | $25,661,623 | |
| 4 | TER |
Teradyne, Inc
|
86,075 | $25,517,794 | |
| 5 | KLIC |
Kulicke & Soffa Industries Inc
|
125,648 | $8,257,586 | |
| 6 | KLAC |
Kla Corp
|
51,102 | $7,524,309 | |
| 7 | ONTO |
Onto Innovation Inc.
|
26,815 | $5,498,952 | |
| 8 | FORM |
Formfactor Inc
|
42,361 | $4,108,593 |
All Filings in AMAT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $184,001,620 | 538,347 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $145,994,733 | 568,095 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||