PARNASSUS INVESTMENTS, LLC

Position in AMAT — Applied Materials Inc /De

CIK 948669 San Francisco, CA

Back to AMAT Full portfolio

Position in AMAT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,830,453,081

+$811,156,690 QoQ

Shares Held

2,531,747

-15.1% QoQ

Ownership

0.319%

of shares outstanding

% of Portfolio

4.89%

of 13F equity value

Holder Rank

#40

of 3,497 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

PARNASSUS INVESTMENTS, LLC holds $3,279,555,327 across 5 Semiconductor Equipment & Materials names. AMAT ranks #1 (55.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	2,531,747	$1,830,453,081
2	KLAC	Kla Corp	4,403,071	$1,328,450,551
3	LRCX	Lam Research Corp	185,517	$80,390,081
4	TER	Teradyne, Inc	78,406	$37,935,959
5	ASML	Asml Holding NV	1,169	$2,325,655

All Filings in AMAT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,830,453,081	2,531,747	-15.1%	Shares	Sole	2026-07-29
2026-03-31	$1,019,296,391	2,982,230	-7.6%	Shares	Sole	2026-05-12
2025-12-31	$829,343,993	3,227,145	-14.2%	Shares	Sole	2026-02-12
2025-09-30	$770,065,016	3,761,185	+12.6%	Shares	Sole	2025-10-24
2025-06-30	$611,262,308	3,338,954	-1.9%	Shares	Sole	2025-08-06
2025-03-31	$494,077,583	3,404,614	-5.3%	Shares	Sole	2025-05-15
2024-12-31	$584,471,078	3,593,870	+4.7%	Shares	Sole	2025-02-10
2024-09-30	$693,460,654	3,432,124	-19.6%	Shares	Sole	2024-11-08
2024-06-30	$1,007,633,877	4,269,816	-3.6%	Shares	Sole	2024-08-06
2024-03-31	$913,491,454	4,429,479	-1.0%	Shares	Sole	2024-05-09
2023-12-31	$724,960,665	4,473,133	+0.3%	Shares	Sole	2024-02-12
2023-09-30	$617,587,930	4,460,729	-21.4%	Shares	Sole	2023-11-08
2023-06-30	$820,103,337	5,673,885	+0.7%	Shares	Sole	2023-07-31
2023-03-31	$691,744,536	5,631,723	-22.2%	Shares	Sole	2023-05-01
2022-12-31	$705,103,942	7,240,747	+87.2%	Shares	Sole	2023-01-30
2022-09-30	$316,877,793	3,867,665	+24.7%	Shares	Sole	2022-11-14
2022-06-30	$282,174,106	3,101,496	-56.1%	Shares	Sole	2022-08-05
2022-03-31	$931,322,392	7,066,179	+1.1%	Shares	Sole	2022-05-11
2021-12-31	$1,099,831,527	6,989,270	-1.3%	Shares	Sole	2022-02-11
2021-09-30	$912,024,244	7,084,784	+5.7%	Shares	Sole	2021-11-16
2021-06-30	$954,591,928	6,703,595	-23.6%	Shares	Sole	2021-08-05
2021-03-31	$1,172,685,088	8,777,583	-42.8%	Shares	Sole	2021-05-06
2020-12-31	$1,323,452,528	15,335,487	-1.6%	Shares	Sole	2021-02-10
2020-09-30	$926,661,834	15,587,247	-7.1%	Shares	Sole	2020-11-13
2020-06-30	$1,013,764,514	16,770,298	+22.5%	Shares	Sole	2020-08-12
2020-03-31	$627,454,543	13,693,901	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.