Engineers Gate Manager LP

Position in AMAT — Applied Materials Inc /De

CIK 1620220 NEW YORK, NY

Position in AMAT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$29,670,448

+$24,615,969 QoQ

Shares Held

86,809

+341.4% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.37%

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")%

Technology · as of Mar 31, 2026

Engineers Gate Manager LP holds $103,919,613 across 19 Semiconductor Equipment & Materials names. AMAT ranks #1 (28.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	86,809	$29,670,448
2	LRCX	Lam Research Corp	112,881	$24,118,154
3	TER	Teradyne, Inc	63,191	$18,733,603
4	AMKR	Amkor Technology, Inc.	148,561	$6,689,701
5	AMBA	Ambarella Inc	93,943	$4,836,185
6	ASML	Asml Holding NV	2,694	$3,558,316
7	ICHR	Ichor Holdings, Ltd.	59,656	$2,780,566
8	ONTO	Onto Innovation Inc.	12,602	$2,584,292

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$29,670,448	86,809	+341.4%	Shares	Sole	2026-05-15
2025-12-31	$5,054,479	19,668	+185.6%	Shares	Sole	2026-02-17
2025-09-30	$1,410,044	6,887	-91.0%	Shares	Sole	2025-11-14
2025-06-30	$13,969,339	76,306	-43.4%	Shares	Sole	2025-08-14
2025-03-31	$19,575,236	134,890	+151.9%	Shares	Sole	2025-05-15
2024-12-31	$8,707,210	53,540	+497.9%	Shares	Sole	2025-02-14
2024-09-30	$1,809,155	8,954	-88.4%	Shares	Sole	2024-11-14
2024-06-30	$18,209,696	77,163	+34.6%	Shares	Sole	2024-08-14
2024-03-31	$11,823,165	57,330	+68.4%	Shares	Sole	2024-05-15
2023-12-31	$5,516,214	34,036	+81.5%	Shares	Sole	2024-02-14
2023-09-30	$2,596,214	18,752	-6.9%	Shares	Sole	2023-11-14
2023-06-30	$2,911,180	20,141	-67.1%	Shares	Sole	2023-08-14
2023-03-31	$7,526,653	61,277	-40.9%	Shares	Sole	2023-05-15
2022-09-30	$8,501,712	103,768	+102.1%	Shares	Sole	2022-11-14
2022-06-30	$4,672,186	51,354	+611.4%	Shares	Sole	2022-08-15
2022-03-31	$951,464	7,219	-90.0%	Shares	Sole	2022-05-16
2021-09-30	$9,328,548	72,466	+1107.0%	Shares	Sole	2021-11-15
2021-06-30	$854,969	6,004	-50.5%	Shares	Sole	2021-08-16
2021-03-31	$1,621,102	12,134	-89.1%	Shares	Sole	2021-05-17
2020-12-31	$9,594,920	111,181	+61.0%	Shares	Sole	2021-02-16
2020-09-30	$4,105,617	69,060	+1019.3%	Shares	Sole	2020-11-16
2020-06-30	$372,976	6,170	-61.4%	Shares	Sole	2020-08-17
2020-03-31	$733,349	16,005	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.