Position in AMAT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,492,651,338
+$2,710,402,040 QoQ
Shares Held
21,921,798
+17.8% QoQ
Ownership
2.76%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.88047513255984.ToString("F0")%
Shared 0.ToString("F0")%
None 0.11952486744016162.ToString("F0")%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026GEODE CAPITAL MANAGEMENT, LLC holds $19,194,167,753 across 29 Semiconductor Equipment & Materials names. AMAT ranks #2 (39.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
35,175,926 | $7,515,688,348 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
21,921,798 | $7,492,651,338 | |
| 3 | TER |
Teradyne, Inc
|
4,368,680 | $1,295,138,872 | |
| 4 | Q |
Qnity Electronics, Inc.
|
5,484,733 | $632,828,493 | |
| 5 | KLAC |
Kla Corp
|
3,672,914 | $540,803,530 | |
| 6 | ENTG |
Entegris Inc
|
2,974,080 | $348,681,139 | |
| 7 | ONTO |
Onto Innovation Inc.
|
1,211,014 | $248,342,640 | |
| 8 | FORM |
Formfactor Inc
|
2,187,865 | $212,201,025 |
All Filings in AMAT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,492,651,338 | 21,921,798 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,782,249,298 | 18,608,698 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $4,286,805,990 | 20,937,804 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $3,849,296,273 | 21,026,363 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,992,241,033 | 20,619,081 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,265,521,115 | 20,079,451 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $4,005,918,664 | 19,826,373 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $4,591,069,106 | 19,454,507 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $3,847,832,328 | 18,657,966 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,963,232,127 | 18,283,656 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $2,552,029,190 | 18,432,858 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,455,888,101 | 16,991,062 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,949,482,465 | 15,871,387 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,549,424,183 | 15,911,113 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,286,257,331 | 15,699,467 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,500,499,022 | 16,492,625 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,256,226,735 | 17,118,564 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,677,687,328 | 17,016,315 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $2,182,462,931 | 16,953,802 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,135,334,280 | 14,995,325 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,955,501,463 | 14,636,987 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,236,797,058 | 14,331,368 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $848,123,686 | 14,266,168 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $848,695,934 | 14,039,635 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $671,072,983 | 14,645,853 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||