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 Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$11,942,142

+$2,905,346 QoQ

Shares Held

34,940

-0.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 65.881511161992.ToString("F0")% Shared 0.ToString("F0")% None 34.11848883800801.ToString("F0")%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Mar 31, 2026

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC holds $274,102,357 across 6 Semiconductor Equipment & Materials names. AMAT ranks #5 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ONTO	Onto Innovation Inc.	964,213	$197,731,159
2	KLIC	Kulicke & Soffa Industries Inc	398,036	$26,158,925
3	AEHR	Aehr Test Systems	513,293	$19,032,904
4	LRCX	Lam Research Corp	79,447	$16,974,646
5	AMAT	Applied Materials Inc /De This page	34,940	$11,942,142
6	ASML	Asml Holding NV	1,713	$2,262,581

All Filings in AMAT

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10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.