Sculptor Capital LP

Position in AMAT — Applied Materials Inc /De

CIK 1054587 New York, NY

Position in AMAT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$101,785,062

+$96,666,562 QoQ

Shares Held

297,800

+1091.2% QoQ

Ownership

0.038%

of shares outstanding

% of Portfolio

2.80%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

2 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Sculptor Capital LP holds $237,607,468 across 3 Semiconductor Equipment & Materials names. AMAT ranks #1 (42.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	297,800	$101,785,062
2	LRCX	Lam Research Corp	449,000	$95,933,340
3	ASML	Asml Holding NV	30,200	$39,889,066

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$101,785,062	297,800	+1091.2%	Shares	Defined	2026-05-15
2025-09-30	$5,118,500	25,000	—	Shares	Defined	2025-11-14
No filing history on record for this holder in this stock.