WESTFIELD CAPITAL MANAGEMENT CO LP
Position in AMAT — Applied Materials Inc /De
CIK 1177719
BOSTON, MA
Position in AMAT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$148,643,016
+$148,323,101 QoQ
Shares Held
205,592
+21865.0% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#261
of 3,497 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026WESTFIELD CAPITAL MANAGEMENT CO LP holds $628,046,750 across 6 Semiconductor Equipment & Materials names. AMAT ranks #1 (23.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
205,592 | $148,643,016 | |
| 2 | LRCX |
Lam Research Corp
|
285,614 | $123,765,114 | |
| 3 | ASML |
Asml Holding NV
|
57,430 | $114,253,533 | |
| 4 | ONTO |
Onto Innovation Inc.
|
299,383 | $113,301,496 | |
| 5 | TER |
Teradyne, Inc
|
136,491 | $66,039,805 | |
| 6 | ENTG |
Entegris Inc
|
344,956 | $62,043,786 |
All Filings in AMAT
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $148,643,016 | 205,592 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $319,915 | 936 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $240,542 | 936 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $127,129,483 | 694,431 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $748,674 | 5,159 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $981,634 | 6,036 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,932,608 | 9,565 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,300,430 | 9,748 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,344,207 | 6,518 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,579,858 | 9,748 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,780,190 | 12,858 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $58,637,998 | 405,687 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $50,738,002 | 413,075 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $52,124,884 | 535,273 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $60,171,112 | 734,421 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $70,033,765 | 769,771 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $105,817,475 | 802,864 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $135,140,610 | 858,799 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $79,285,579 | 615,906 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $104,944,670 | 736,971 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $106,021,887 | 793,577 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $151,353,198 | 1,753,803 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $129,832,736 | 2,183,898 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $147,062,760 | 2,432,800 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $110,945,752 | 2,421,339 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||