Position in AMAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$151,007,949
-$42,513,890 QoQ
Shares Held
208,863
-63.1% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#256
of 3,488 holders
Holding Since
Mar 2020
17 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, 2026Woodline Partners LP holds $495,671,888 across 9 Semiconductor Equipment & Materials names. AMAT ranks #2 (30.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
386,934 | $167,670,110 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
208,863 | $151,007,949 | |
| 3 | ASML |
Asml Holding NV
|
58,214 | $115,813,254 | |
| 4 | KLAC |
Kla Corp
|
74,637 | $22,518,729 | |
| 5 | TER |
Teradyne, Inc
|
30,947 | $14,973,396 | |
| 6 | ENTG |
Entegris Inc
|
74,034 | $13,315,755 | |
| 7 | Q |
Qnity Electronics, Inc.
|
40,543 | $6,621,077 | |
| 8 | ACLS |
Axcelis Technologies Inc
|
13,951 | $2,643,016 |
All Filings in AMAT
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $151,007,949 | 208,863 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||