SEC 13F Intelligence

Maj Invest Holding A/S / AMAT

Maj Invest Holding A/S’s Applied Matls Inc Position

Does Maj Invest Holding A/S own Applied Matls Inc (AMAT)? Yes — 176.8K shares worth $128M (+5.81% of its 13F portfolio) as of Q2 2026, down from 418.6K shares the prior filed quarter.

Position Value
$128M
Q2 2026
Shares
176.8K
% of Portfolio
+5.81%
Quarters Held
6
currently held

Position History AMAT

Reported value by quarter
Q1 ’25: $127MQ1 ’25Q2 ’25: $228MQ2 ’25Q3 ’25: $243MQ3 ’25Q4 ’25: $156MQ4 ’25Q1 ’26: $143MQ1 ’26Q2 ’26: $128MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026176.8K$128M+5.81%
Q1 2026418.6K$143M+6.30%
Q4 2025607.8K$156M+7.27%
Q3 20251.18M$243M+8.29%
Q2 20251.24M$228M+7.97%
Q1 2025872.7K$127M+4.58%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Maj Invest Holding A/S’s full portfolio or all institutional holders of AMAT.