Aberdeen Group plc

Position in AMAT — Applied Materials Inc /De

CIK 1716774 EDINBURGH, X0

Back to AMAT Full portfolio

Position in AMAT

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$253,676,195

+$70,698,031 QoQ

Shares Held

742,199

+4.2% QoQ

Ownership

0.093%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Mar 31, 2026

Aberdeen Group plc holds $578,750,018 across 9 Semiconductor Equipment & Materials names. AMAT ranks #1 (43.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	742,199	$253,676,195
2	LRCX	Lam Research Corp	1,033,466	$220,810,345
3	TER	Teradyne, Inc	122,830	$36,414,181
4	Q	Qnity Electronics, Inc.	245,266	$28,298,790
5	KLAC	Kla Corp	123,781	$18,225,637
6	CAMT	Camtek Ltd	111,554	$16,912,701
7	NVMI	Nova Ltd.	4,234	$1,838,741
8	DQ	Daqo New Energy Corp.	69,996	$1,488,813

All Filings in AMAT

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$253,676,195	742,199	+4.2%	Shares	Defined	2026-04-29
2025-12-31	$182,978,164	712,005	-1.1%	Shares	Defined	2026-01-16
2025-09-30	$147,429,998	720,084	-2.2%	Shares	Defined	2025-11-07
2025-06-30	$134,806,889	736,368	+7.5%	Shares	Defined	2025-07-24
2025-03-31	$99,371,500	684,754	-25.1%	Shares	Defined	2025-05-13
2024-12-31	$148,644,795	914,006	-6.8%	Shares	Defined	2025-01-24
2024-09-30	$198,071,433	980,309	+1.3%	Shares	Defined	2024-10-25
2024-06-30	$228,271,946	967,295	+2.0%	Shares	Defined	2024-08-09
2024-03-31	$195,648,338	948,690	+5.2%	Shares	Defined	2024-05-09
2023-12-31	$146,200,105	902,080	+26.0%	Shares	Defined	2024-01-31
2023-09-30	$99,152,351	716,160	+5.2%	Shares	Defined	2023-11-07
2023-06-30	$98,362,503	680,521	+6.7%	Shares	Defined	2024-06-20
2023-03-31	$78,311,983	637,564	+8.5%	Shares	Defined	2024-06-20
2022-12-31	$57,201,302	587,403	+8.3%	Shares	Defined	2024-06-20
2022-09-30	$44,437,356	542,382	+61.3%	Shares	Defined	2022-11-10
2022-06-30	$30,595,025	336,283	+3.2%	Shares	Defined	2022-08-05
2022-03-31	$42,927,389	325,701	-8.4%	Shares	Defined	2022-05-04
2021-12-31	$55,934,554	355,456	-9.1%	Shares	Defined	2022-02-10
2021-09-30	$50,311,029	390,826	+2.2%	Shares	Defined	2021-11-15
2021-06-30	$54,457,318	382,425	+0.9%	Shares	Defined	2021-08-10
2021-03-31	$50,652,300	379,134	+1.6%	Shares	Defined	2021-05-06
2020-12-31	$32,199,822	373,115	+0.7%	Shares	Defined	2021-02-10
2020-09-30	$22,036,329	370,670	-6.5%	Shares	Defined	2020-10-21
2020-06-30	$23,957,784	396,324	-4.5%	Shares	Defined	2020-08-10
2020-03-31	$19,014,014	414,972	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.