Davis Selected Advisers

Position in AMAT — Applied Materials Inc /De

CIK 1036325 Tucson, AZ

Back to AMAT Full portfolio

Position in AMAT

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$409,157,492

-$670,534,081 QoQ

Shares Held

1,197,102

-71.5% QoQ

Ownership

0.151%

of shares outstanding

% of Portfolio

2.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 96.17676689204428.ToString("F0")% Shared 0.ToString("F0")% None 3.8232331079557134.ToString("F0")%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Mar 31, 2026

Davis Selected Advisers holds $409,751,466 across 2 Semiconductor Equipment & Materials names. AMAT ranks #1 (99.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AMAT	Applied Materials Inc /De This page	1,197,102	$409,157,492
2	LRCX	Lam Research Corp	2,780	$593,974

All Filings in AMAT

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$409,157,492	1,197,102	-71.5%	Shares	Sole	2026-05-07
2025-12-31	$1,079,691,573	4,201,298	-24.4%	Shares	Sole	2026-02-02
2025-09-30	$1,137,124,322	5,553,992	+12.0%	Shares	Sole	2025-12-29
2025-06-30	$907,586,550	4,957,593	-0.7%	Shares	Sole	2025-08-08
2025-03-31	$724,609,120	4,993,172	+6.0%	Shares	Sole	2025-05-12
2024-12-31	$766,347,850	4,712,217	+14.6%	Shares	Sole	2025-02-07
2024-09-30	$830,984,572	4,112,767	-1.7%	Shares	Sole	2024-11-08
2024-06-30	$987,836,204	4,185,924	-10.2%	Shares	Sole	2024-08-07
2024-03-31	$961,208,539	4,660,857	-21.5%	Shares	Sole	2024-05-14
2023-12-31	$962,249,297	5,937,245	-12.8%	Shares	Sole	2024-02-12
2023-09-30	$942,819,994	6,809,823	-1.9%	Shares	Sole	2023-11-09
2023-06-30	$1,003,834,058	6,945,026	-2.8%	Shares	Sole	2023-08-09
2023-03-31	$877,438,438	7,143,519	-1.6%	Shares	Sole	2023-05-08
2022-12-31	$706,905,180	7,259,244	-1.3%	Shares	Sole	2023-02-10
2022-09-30	$602,816,033	7,357,696	-0.8%	Shares	Sole	2022-11-10
2022-06-30	$674,651,636	7,415,384	-7.9%	Shares	Sole	2022-08-11
2022-03-31	$1,061,247,141	8,051,951	-4.2%	Shares	Sole	2022-05-12
2021-12-31	$1,321,925,182	8,400,643	-3.9%	Shares	Sole	2022-02-11
2021-09-30	$1,125,722,094	8,744,831	-2.9%	Shares	Sole	2021-11-12
2021-06-30	$1,282,508,369	9,006,379	-7.8%	Shares	Sole	2021-08-13
2021-03-31	$1,304,741,608	9,766,030	-33.6%	Shares	Sole	2021-05-13
2020-12-31	$1,269,690,648	14,712,522	-6.3%	Shares	Sole	2021-02-12
2020-09-30	$933,284,623	15,698,648	-3.6%	Shares	Sole	2020-11-12
2020-06-30	$984,142,865	16,280,279	-0.4%	Shares	Sole	2020-08-12
2020-03-31	$748,792,272	16,342,040	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.