WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1644956 CHICAGO, IL

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Position in AMAT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$360,014,958

+$348,072,816 QoQ

Shares Held

497,946

+1325.1% QoQ

Ownership

0.063%

of shares outstanding

% of Portfolio

1.09%

of 13F equity value

Holder Rank

#145

of 3,501 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 87% Shared 0% None 13%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC holds $683,895,121 across 5 Semiconductor Equipment & Materials names. AMAT ranks #1 (52.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	497,946	$360,014,958
2	ONTO	Onto Innovation Inc.	665,377	$251,811,925
3	LRCX	Lam Research Corp	102,273	$44,317,959
4	KLIC	Kulicke & Soffa Industries Inc	192,709	$25,776,755
5	ASML	Asml Holding NV	992	$1,973,524

All Filings in AMAT

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11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$360,014,958	497,946	+1325.1%	Shares	Sole	2026-08-12
2026-03-31	$11,942,142	34,940	-0.6%	Shares	Sole	2026-05-08
2025-12-31	$9,036,796	35,164	-21.0%	Shares	Sole	2026-02-09
2025-09-30	$9,110,930	44,500	-3.1%	Shares	Sole	2025-11-12
2025-06-30	$8,409,869	45,938	-53.3%	Shares	Sole	2025-07-29
2025-03-31	$14,279,517	98,398	+0.6%	Shares	Sole	2025-05-09
2024-12-31	$15,908,303	97,819	-12.6%	Shares	Sole	2025-02-10
2024-09-30	$22,607,980	111,893	-42.5%	Shares	Sole	2024-11-08
2024-06-30	$45,944,185	194,687	-2.4%	Shares	Sole	2024-08-08
2024-03-31	$41,127,623	199,426	+51.0%	Shares	Sole	2024-05-08
2023-12-31	$21,397,777	132,028	—	Shares	Sole	2024-02-09
No filing history on record for this holder in this stock.