GLENVIEW CAPITAL MANAGEMENT, LLC
Position in AMAT — Applied Materials Inc /De
CIK 1138995
NEW YORK, NY
Position in AMAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$47,140,323
-$20,263,741 QoQ
Shares Held
65,201
-66.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#474
of 3,502 holders
Holding Since
Dec 2025
3 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, 2026GLENVIEW CAPITAL MANAGEMENT, LLC holds $125,021,926 across 2 Semiconductor Equipment & Materials names. AMAT ranks #2 (37.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ONTO |
Onto Innovation Inc.
|
205,791 | $77,881,603 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
65,201 | $47,140,323 |
All Filings in AMAT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,140,323 | 65,201 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $67,404,064 | 197,209 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $33,320,295 | 129,656 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||