Position in AMAT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$300,463,829
+$24,657,022 QoQ
Shares Held
879,089
-18.1% QoQ
Ownership
0.111%
of shares outstanding
% of Portfolio
2.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026BROWN BROTHERS HARRIMAN & CO holds $890,397,387 across 11 Semiconductor Equipment & Materials names. AMAT ranks #2 (33.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
349,901 | $515,197,731 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
879,089 | $300,463,829 | |
| 3 | ENTG |
Entegris Inc
|
541,857 | $63,527,314 | |
| 4 | LRCX |
Lam Research Corp
|
28,050 | $5,993,163 | |
| 5 | ASML |
Asml Holding NV
|
2,158 | $2,850,351 | |
| 6 | Q |
Qnity Electronics, Inc.
|
12,880 | $1,486,094 | |
| 7 | TER |
Teradyne, Inc
|
2,791 | $827,419 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
784 | $35,303 |
All Filings in AMAT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $300,463,829 | 879,089 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $275,806,807 | 1,073,220 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $225,783,791 | 1,102,783 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $205,555,023 | 1,122,822 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $117,117,789 | 807,041 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $120,959,965 | 743,774 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $97,893,831 | 484,503 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $21,488,305 | 91,056 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $18,480,270 | 89,610 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $14,930,698 | 92,125 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $12,078,931 | 87,244 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $12,377,971 | 85,637 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,101,416 | 8,967 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,083,742 | 11,129 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $597,351 | 7,291 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $554,341 | 6,093 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,183,695 | 8,981 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,160,844 | 7,377 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $973,584 | 7,563 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $551,800 | 3,875 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $511,554 | 3,829 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $591,931 | 6,859 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $482,555 | 8,117 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $525,431 | 8,692 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $271,071 | 5,916 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||