Position in AMAT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$42,985,212
+$23,805,172 QoQ
Shares Held
125,765
+34.2% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Empowered Funds, LLC holds $216,463,228 across 17 Semiconductor Equipment & Materials names. AMAT ranks #2 (19.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
350,156 | $74,814,326 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
125,765 | $42,985,212 | |
| 3 | KLAC |
Kla Corp
|
20,858 | $30,711,522 | |
| 4 | ASML |
Asml Holding NV
|
19,539 | $25,807,694 | |
| 5 | TER |
Teradyne, Inc
|
48,776 | $14,460,127 | |
| 6 | PLAB |
Photronics Inc
|
290,142 | $11,724,637 | |
| 7 | KLIC |
Kulicke & Soffa Industries Inc
|
70,128 | $4,608,810 | |
| 8 | ACLS |
Axcelis Technologies Inc
|
39,087 | $3,638,216 |
All Filings in AMAT
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $42,985,212 | 125,765 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $19,180,040 | 93,680 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $21,097,168 | 115,241 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $19,591,342 | 135,001 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $8,023,187 | 49,334 | Shares | Other | 2025-01-28 | |
| 2024-09-30 | $8,263,844 | 40,900 | Shares | Other | 2024-11-06 | |
| 2024-06-30 | $13,284,819 | 56,294 | Shares | Other | 2024-07-30 | |
| 2024-03-31 | $13,377,106 | 64,865 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $8,579,660 | 52,938 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $4,274,227 | 30,872 | Shares | Other | 2023-11-01 | |
| 2023-06-30 | $3,463,611 | 23,963 | Shares | Other | 2023-07-27 | |
| 2023-03-31 | $2,210,325 | 17,995 | Shares | Other | 2023-04-05 | |
| 2022-12-31 | $998,728 | 10,256 | Shares | Sole | 2023-02-21 | |
| 2020-03-31 | $929,962 | 20,296 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||