Position in AMAT
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$415,744,122
+$15,003,431 QoQ
Shares Held
1,216,373
-22.0% QoQ
Ownership
0.153%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.64361260896123.ToString("F0")%
Shared 0.ToString("F0")%
None 0.35638739103876854.ToString("F0")%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026BESSEMER GROUP INC holds $906,684,327 across 19 Semiconductor Equipment & Materials names. AMAT ranks #1 (45.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
1,216,373 | $415,744,122 | |
| 2 | LRCX |
Lam Research Corp
|
794,104 | $169,668,254 | |
| 3 | ASML |
Asml Holding NV
|
113,204 | $149,523,234 | |
| 4 | ENTG |
Entegris Inc
|
461,540 | $54,110,944 | |
| 5 | FORM |
Formfactor Inc
|
391,959 | $38,016,098 | |
| 6 | ONTO |
Onto Innovation Inc.
|
142,835 | $29,291,167 | |
| 7 | KLAC |
Kla Corp
|
180,279 | $26,544,456 | |
| 8 | Q |
Qnity Electronics, Inc.
|
54,122 | $6,244,593 |
All Filings in AMAT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $415,744,122 | 1,216,373 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $400,740,691 | 1,559,363 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $322,427,413 | 1,574,814 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $289,488,218 | 1,581,298 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $153,359,182 | 1,056,775 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $175,636,653 | 1,079,977 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $18,652,646 | 92,317 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $10,417,538 | 44,144 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $9,542,670 | 46,272 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $4,765,015 | 29,401 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $4,465,009 | 32,250 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $5,021,750 | 34,743 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $3,727,765 | 30,349 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $3,559,918 | 36,557 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,404,070 | 29,343 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $4,860,149 | 53,420 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $7,252,424 | 55,026 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $7,038,711 | 44,730 | Shares | Defined | 2022-01-27 | |
| 2021-09-30 | $4,863,031 | 37,777 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $5,366,912 | 37,689 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $5,267,311 | 39,426 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $3,046,475 | 35,301 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $2,055,364 | 34,573 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $3,404,301 | 56,316 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $1,291,298 | 28,182 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||