Position in AMAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$20,907,714
+$19,500,565 QoQ
Shares Held
28,918
+602.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#673
of 3,487 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026MARTINGALE ASSET MANAGEMENT L P holds $46,364,524 across 8 Semiconductor Equipment & Materials names. AMAT ranks #1 (45.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
28,918 | $20,907,714 | |
| 2 | LRCX |
Lam Research Corp
|
41,095 | $17,807,696 | |
| 3 | PLAB |
Photronics Inc
|
55,930 | $1,819,402 | |
| 4 | KLIC |
Kulicke & Soffa Industries Inc
|
13,387 | $1,790,645 | |
| 5 | UCTT |
Ultra Clean Holdings, Inc.
|
11,729 | $1,672,438 | |
| 6 | ACLS |
Axcelis Technologies Inc
|
5,813 | $1,101,272 | |
| 7 | ICHR |
Ichor Holdings, Ltd.
|
6,672 | $749,132 | |
| 8 | KLAC |
Kla Corp
|
1,711 | $516,225 |
All Filings in AMAT
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,907,714 | 28,918 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,407,149 | 4,117 | Shares | Sole | 2026-05-13 | |
| 2024-12-31 | $2,453,110 | 15,084 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,563,119 | 57,229 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,331,311 | 56,491 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,753,986 | 8,505 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,713,404 | 10,572 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,536,819 | 18,323 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,022,475 | 20,911 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $581,968 | 4,738 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $488,847 | 5,020 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,236,569 | 15,093 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,453,223 | 15,973 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,234,669 | 16,955 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,591,876 | 16,471 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,990,423 | 15,462 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,916,561 | 13,459 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,278,147 | 17,052 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $8,694,034 | 100,742 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $6,485,519 | 109,092 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $6,384,305 | 105,613 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,191,867 | 69,661 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||