NEXT CENTURY GROWTH INVESTORS LLC
Position in AMAT — Applied Materials Inc /De
CIK 1134007
PLYMOUTH, MN
Position in AMAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,851,780
+$3,283,074 QoQ
Shares Held
10,860
-18.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,027
of 3,497 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026NEXT CENTURY GROWTH INVESTORS LLC holds $129,153,424 across 6 Semiconductor Equipment & Materials names. AMAT ranks #5 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEHR |
Aehr Test Systems
|
410,731 | $39,454,819 | |
| 2 | IPGP |
Ipg Photonics Corp
|
270,752 | $31,764,624 | |
| 3 | UCTT |
Ultra Clean Holdings, Inc.
|
220,115 | $31,386,197 | |
| 4 | ICHR |
Ichor Holdings, Ltd.
|
142,610 | $16,012,250 | |
| 5 | AMAT |
Applied Materials Inc /De
This page
|
10,860 | $7,851,780 | |
| 6 | ASML |
Asml Holding NV
|
1,349 | $2,683,754 |
All Filings in AMAT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,851,780 | 10,860 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,568,706 | 13,367 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||