Position in AMAT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$193,521,839
+$141,793,864 QoQ
Shares Held
566,201
+181.3% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
16 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, 2026Woodline Partners LP holds $341,267,401 across 10 Semiconductor Equipment & Materials names. AMAT ranks #1 (56.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
566,201 | $193,521,839 | |
| 2 | TER |
Teradyne, Inc
|
211,821 | $62,796,453 | |
| 3 | LRCX |
Lam Research Corp
|
151,677 | $32,407,307 | |
| 4 | AMBA |
Ambarella Inc
|
349,479 | $17,991,178 | |
| 5 | KLIC |
Kulicke & Soffa Industries Inc
|
139,213 | $9,149,078 | |
| 6 | KLAC |
Kla Corp
|
5,125 | $7,546,101 | |
| 7 | ENTG |
Entegris Inc
|
63,867 | $7,487,767 | |
| 8 | Q |
Qnity Electronics, Inc.
|
62,086 | $7,163,482 |
All Filings in AMAT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $193,521,839 | 566,201 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $51,727,975 | 201,284 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $54,971,871 | 268,496 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $94,823,303 | 517,962 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $117,834,247 | 811,978 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $91,659,406 | 563,607 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $51,850,070 | 219,713 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $21,613,316 | 104,802 | Shares | Sole | 2024-05-15 | |
| 2023-06-30 | $82,556,478 | 571,167 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $9,816,975 | 100,811 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $44,015,171 | 537,229 | Shares | Sole | 2022-11-14 | |
| 2021-03-31 | $14,706,153 | 110,076 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $53,369,387 | 618,417 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $46,992,906 | 790,461 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $72,749,580 | 1,203,467 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $45,372,476 | 990,233 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||