VICTORY CAPITAL MANAGEMENT INC
Position in AMAT — Applied Materials Inc /De
CIK 1040188
San Antonio, TX
Position in AMAT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$542,118,245
-$254,315,609 QoQ
Shares Held
1,586,115
-48.8% QoQ
Ownership
0.200%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 78.75626924907715.ToString("F0")%
Shared 0.ToString("F0")%
None 21.24373075092285.ToString("F0")%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026VICTORY CAPITAL MANAGEMENT INC holds $2,077,084,382 across 22 Semiconductor Equipment & Materials names. AMAT ranks #2 (26.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
546,404 | $721,706,795 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
1,586,115 | $542,118,245 | |
| 3 | LRCX |
Lam Research Corp
|
1,518,911 | $324,530,524 | |
| 4 | ACLS |
Axcelis Technologies Inc
|
1,279,005 | $119,049,785 | |
| 5 | PLAB |
Photronics Inc
|
1,938,627 | $78,339,917 | |
| 6 | COHU |
Cohu Inc
|
2,306,491 | $70,624,754 | |
| 7 | KLAC |
Kla Corp
|
380,557 | $56,033,593 | |
| 8 | FORM |
Formfactor Inc
|
365,810 | $35,479,911 |
All Filings in AMAT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $542,118,245 | 1,586,115 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $796,433,854 | 3,099,085 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $549,447,429 | 2,683,635 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $582,432,444 | 3,181,474 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $204,072,823 | 1,406,235 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $162,446,390 | 998,871 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $230,157,983 | 1,139,114 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $265,236,476 | 1,123,931 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $224,484,654 | 1,088,516 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $192,613,063 | 1,188,456 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $147,926,210 | 1,068,445 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $122,058,392 | 844,461 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $96,291,595 | 783,942 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $69,391,527 | 712,585 | Shares | Sole | 2023-04-25 | |
| 2022-09-30 | $66,556,818 | 812,362 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $70,683,453 | 776,912 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $113,334,029 | 859,894 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $130,768,835 | 831,017 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $108,452,192 | 842,478 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $120,393,931 | 845,463 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $106,231,906 | 795,149 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $75,452,694 | 874,307 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $58,720,191 | 987,724 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $58,938,870 | 975,002 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $42,063,218 | 918,010 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||