ADAGE CAPITAL PARTNERS GP, L.L.C.
Position in AMAT — Applied Materials Inc /De
CIK 1165408
Boston, MA
Position in AMAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$410,465,898
+$182,824,872 QoQ
Shares Held
567,726
-14.8% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#131
of 3,488 holders
Holding Since
Mar 2020
26 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, 2026ADAGE CAPITAL PARTNERS GP, L.L.C. holds $1,493,293,903 across 9 Semiconductor Equipment & Materials names. AMAT ranks #2 (27.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
1,185,720 | $513,808,047 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
567,726 | $410,465,898 | |
| 3 | KLAC |
Kla Corp
|
914,840 | $276,016,376 | |
| 4 | ASML |
Asml Holding NV
|
75,000 | $149,207,992 | |
| 5 | TER |
Teradyne, Inc
|
139,524 | $67,507,292 | |
| 6 | Q |
Qnity Electronics, Inc.
|
161,600 | $26,390,896 | |
| 7 | FORM |
Formfactor Inc
|
150,000 | $23,989,500 | |
| 8 | NVMI |
Nova Ltd.
|
30,000 | $16,288,200 |
All Filings in AMAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,465,898 | 567,726 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $227,641,026 | 666,026 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $164,917,164 | 641,726 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $137,119,701 | 669,726 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $147,577,486 | 806,126 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $115,824,045 | 798,126 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $134,222,767 | 825,326 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $157,685,073 | 780,426 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $162,901,065 | 690,288 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $138,274,740 | 670,488 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $90,157,596 | 556,288 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $80,811,603 | 583,688 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $108,605,621 | 751,388 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $79,864,188 | 650,201 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $62,907,577 | 646,001 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $54,204,969 | 661,601 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $66,670,234 | 732,801 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $92,602,811 | 702,601 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $126,710,363 | 805,226 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $84,488,845 | 656,326 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $93,475,062 | 656,426 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $87,377,873 | 654,026 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $50,427,333 | 584,326 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $31,741,900 | 533,926 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $32,903,055 | 544,302 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $21,070,464 | 459,853 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||