Linden Thomas Advisory Services, LLC
Position in AMAT — Applied Materials Inc /De
CIK 1965702
Charlotte, NC
Position in AMAT
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$4,154,457
+$407,800 QoQ
Shares Held
12,155
-16.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Linden Thomas Advisory Services, LLC holds $28,852,685 across 14 Semiconductor Equipment & Materials names. AMAT ranks #3 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICHR |
Ichor Holdings, Ltd.
|
102,732 | $4,788,338 | |
| 2 | LRCX |
Lam Research Corp
|
21,941 | $4,687,914 | |
| 3 | AMAT |
Applied Materials Inc /De
This page
|
12,155 | $4,154,457 | |
| 4 | FORM |
Formfactor Inc
|
40,028 | $3,882,315 | |
| 5 | PLAB |
Photronics Inc
|
77,680 | $3,139,048 | |
| 6 | ENTG |
Entegris Inc
|
17,404 | $2,040,444 | |
| 7 | ONTO |
Onto Innovation Inc.
|
6,625 | $1,358,588 | |
| 8 | ASML |
Asml Holding NV
|
934 | $1,233,655 |
All Filings in AMAT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,154,457 | 12,155 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $3,746,657 | 14,579 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,959,926 | 14,457 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,584,033 | 14,115 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $3,557,326 | 24,513 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,584,853 | 22,043 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $4,065,852 | 20,123 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $4,156,491 | 17,613 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $3,497,248 | 16,958 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,542,420 | 9,517 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,041,144 | 7,520 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,166,004 | 8,067 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $864,354 | 7,037 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $664,618 | 6,825 | Shares | Sole | 2023-02-17 | |
| No filing history on record for this holder in this stock. | ||||||