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Equibles

Engineers Gate Manager LP

Position in AMAT — Applied Materials Inc /De

CIK 1620220 NEW YORK, NY
Back to AMAT Full portfolio

Position in AMAT

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$40,133,730
+$10,463,282 QoQ
Shares Held
55,510
-36.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#508
of 3,506 holders
Holding Since
Mar 2020
24 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 Jun 30, 2026

Engineers Gate Manager LP holds $105,237,776 across 24 Semiconductor Equipment & Materials names. AMAT ranks #1 (38.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMAT
Applied Materials Inc /De
This page 		55,510 $40,133,730
2 TER
Teradyne, Inc
 36,165 $17,498,073
3 Q
Qnity Electronics, Inc.
 73,503 $12,003,774
4 LRCX
Lam Research Corp
 20,668 $8,956,064
5 AMKR
Amkor Technology, Inc.
 37,955 $3,272,859
6 KLAC
Kla Corp
 8,499 $2,564,233
7 ICHR
Ichor Holdings, Ltd.
 19,808 $2,224,042
8 FORM
Formfactor Inc
 13,100 $2,095,083

All Filings in AMAT

Export CSV
24 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $40,133,730 55,510
2026-03-31 $29,670,448 86,809
2025-12-31 $5,054,479 19,668
2025-09-30 $1,410,044 6,887
2025-06-30 $13,969,339 76,306
2025-03-31 $19,575,236 134,890
2024-12-31 $8,707,210 53,540
2024-09-30 $1,809,155 8,954
2024-06-30 $18,209,696 77,163
2024-03-31 $11,823,165 57,330
2023-12-31 $5,516,214 34,036
2023-09-30 $2,596,214 18,752
2023-06-30 $2,911,180 20,141
2023-03-31 $7,526,653 61,277
2022-09-30 $8,501,712 103,768
2022-06-30 $4,672,186 51,354
2022-03-31 $951,464 7,219
2021-09-30 $9,328,548 72,466
2021-06-30 $854,969 6,004
2021-03-31 $1,621,102 12,134
2020-12-31 $9,594,920 111,181
2020-09-30 $4,105,617 69,060
2020-06-30 $372,976 6,170
2020-03-31 $733,349 16,005