Alyeska Investment Group, L.P.

Position in AMAT — Applied Materials Inc /De

CIK 1453072 CHICAGO, IL

Position in AMAT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$75,728,466

+$75,299,346 QoQ

Shares Held

104,742

+3740.9% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#373

of 3,488 holders

Holding Since

Jun 2020

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Alyeska Investment Group, L.P. holds $166,606,599 across 3 Semiconductor Equipment & Materials names. AMAT ranks #2 (45.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	38,434	$76,462,133
2	AMAT	Applied Materials Inc /De This page	104,742	$75,728,466
3	AXTI	Axt Inc	200,000	$14,416,000

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$75,728,466	104,742	+3740.9%	Shares	Sole	2026-08-14
2021-12-31	$429,120	2,727	-97.3%	Shares	Sole	2022-02-14
2020-06-30	$6,159,371	101,892	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.