INTECH INVESTMENT MANAGEMENT LLC
Position in AMAT — Applied Materials Inc /De
CIK 1086318
WEST PALM BEACH, FL
Position in AMAT
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$13,056,377
+$8,853,564 QoQ
Shares Held
38,200
+133.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 96.29319371727749.ToString("F0")%
Shared 0.ToString("F0")%
None 3.706806282722513.ToString("F0")%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026INTECH INVESTMENT MANAGEMENT LLC holds $85,178,595 across 20 Semiconductor Equipment & Materials names. AMAT ranks #2 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
82,310 | $17,586,354 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
38,200 | $13,056,377 | |
| 3 | Q |
Qnity Electronics, Inc.
|
87,564 | $10,103,134 | |
| 4 | FORM |
Formfactor Inc
|
76,890 | $7,457,561 | |
| 5 | KLAC |
Kla Corp
|
4,988 | $7,344,380 | |
| 6 | IPGP |
Ipg Photonics Corp
|
46,412 | $5,318,351 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
82,772 | $3,727,223 | |
| 8 | PLAB |
Photronics Inc
|
78,675 | $3,179,256 |
All Filings in AMAT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,056,377 | 38,200 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $4,202,813 | 16,354 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $4,083,333 | 19,944 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,499,494 | 24,578 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,833,511 | 33,307 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $9,305,850 | 57,221 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $6,946,276 | 34,379 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $7,674,158 | 32,519 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $10,918,434 | 52,943 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $38,227,126 | 235,868 | Shares | Sole | 2024-10-18 | |
| 2023-09-30 | $28,163,222 | 203,418 | Shares | Sole | 2024-10-18 | |
| 2023-06-30 | $14,502,420 | 100,335 | Shares | Sole | 2024-10-18 | |
| 2023-03-31 | $48,730,100 | 396,728 | Shares | Sole | 2024-10-18 | |
| 2022-12-31 | $55,591,904 | 570,876 | Shares | Sole | 2024-10-18 | |
| 2022-09-30 | $48,089,550 | 586,959 | Shares | Sole | 2024-10-18 | |
| 2022-06-30 | $56,782,346 | 624,119 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||