Grantham, Mayo, Van Otterloo & Co. LLC

Position in AMAT — Applied Materials Inc /De

CIK 1352662 Boston, MA

Back to AMAT Full portfolio

Position in AMAT

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

Position Value

$7,285,253

-$2,786,956 QoQ

Shares Held

21,315

-45.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

23 quarters on record

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

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Mar 31, 2026

Grantham, Mayo, Van Otterloo & Co. LLC holds $1,847,542,557 across 12 Semiconductor Equipment & Materials names. AMAT ranks #8 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	6,904,206	$1,475,152,653
2	ASML	Asml Holding NV	154,570	$204,160,693
3	KLAC	Kla Corp	461,202	$67,907,843
4	ACLS	Axcelis Technologies Inc	334,786	$31,161,880
5	ONTO	Onto Innovation Inc.	136,474	$27,986,723
6	ENTG	Entegris Inc	120,864	$14,170,095
7	VECO	Veeco Instruments Inc	365,022	$12,359,644
8	AMAT	Applied Materials Inc /De This page	21,315	$7,285,253

All Filings in AMAT

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23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,285,253	21,315	-45.6%	Shares	Sole	2026-05-14
2025-12-31	$10,072,209	39,193	-69.2%	Shares	Sole	2026-02-17
2025-09-30	$26,025,115	127,113	+46.3%	Shares	Sole	2025-11-13
2025-06-30	$15,910,430	86,909	+27.3%	Shares	Sole	2025-08-13
2025-03-31	$9,907,052	68,268	+323.3%	Shares	Sole	2025-05-14
2024-12-31	$2,623,059	16,129	-57.6%	Shares	Sole	2025-02-13
2024-09-30	$7,692,245	38,071	+23.3%	Shares	Sole	2024-11-13
2024-06-30	$7,286,191	30,875	+19.8%	Shares	Sole	2024-08-13
2024-03-31	$5,316,403	25,779	-60.7%	Shares	Sole	2024-05-14
2023-12-31	$10,625,147	65,559	+660.6%	Shares	Sole	2024-02-13
2023-09-30	$1,193,300	8,619	-90.9%	Shares	Sole	2023-11-13
2023-06-30	$13,737,226	95,041	+0.8%	Shares	Sole	2023-08-14
2023-03-31	$11,576,236	94,246	-46.6%	Shares	Sole	2023-05-12
2022-12-31	$17,185,038	176,474	+260.2%	Shares	Sole	2023-02-13
2022-09-30	$4,014,570	49,000	+167.8%	Shares	Sole	2022-11-10
2022-06-30	$1,664,934	18,300	-29.9%	Shares	Sole	2022-08-12
2021-09-30	$3,359,853	26,100	-45.8%	Shares	Sole	2021-11-12
2021-06-30	$6,858,126	48,161	-70.6%	Shares	Sole	2021-08-12
2021-03-31	$21,889,157	163,841	+31.3%	Shares	Sole	2021-05-13
2020-12-31	$10,767,305	124,766	-48.6%	Shares	Sole	2021-02-12
2020-09-30	$14,444,566	242,970	-38.6%	Shares	Sole	2020-11-13
2020-06-30	$23,907,612	395,494	+159.9%	Shares	Sole	2020-08-13
2020-03-31	$6,973,529	152,194	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.