NEXT CENTURY GROWTH INVESTORS LLC

Position in AMAT — Applied Materials Inc /De

CIK 1134007 PLYMOUTH, MN

Position in AMAT

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$4,568,706

New position

Shares Held

13,367

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

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

Technology · as of Mar 31, 2026

NEXT CENTURY GROWTH INVESTORS LLC holds $58,714,819 across 4 Semiconductor Equipment & Materials names. AMAT ranks #4 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEHR	Aehr Test Systems	754,737	$27,985,647
2	UCTT	Ultra Clean Holdings, Inc.	280,543	$17,444,163
3	ICHR	Ichor Holdings, Ltd.	187,005	$8,716,303
4	AMAT	Applied Materials Inc /De This page	13,367	$4,568,706

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,568,706	13,367	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.