VANGUARD CAPITAL MANAGEMENT LLC
Position in AMAT — Applied Materials Inc /De
CIK 2100119
MALVERN, PA
Position in AMAT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$17,628,775,920
New position
Shares Held
51,577,799
first reported quarter
Ownership
6.50%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026VANGUARD CAPITAL MANAGEMENT LLC holds $55,568,732,455 across 28 Semiconductor Equipment & Materials names. AMAT ranks #1 (31.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
51,577,799 | $17,628,775,920 | |
| 2 | LRCX |
Lam Research Corp
|
81,155,744 | $17,339,736,263 | |
| 3 | KLAC |
Kla Corp
|
8,519,374 | $12,544,011,471 | |
| 4 | TER |
Teradyne, Inc
|
10,176,191 | $3,016,833,583 | |
| 5 | Q |
Qnity Electronics, Inc.
|
13,627,072 | $1,572,291,567 | |
| 6 | ENTG |
Entegris Inc
|
6,814,340 | $798,913,221 | |
| 7 | ONTO |
Onto Innovation Inc.
|
2,222,852 | $455,840,259 | |
| 8 | NVMI |
Nova Ltd.
|
841,970 | $365,650,731 |
All Filings in AMAT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,322,550,397 | 59,459,172 | Shares | Sole | 2026-04-29 | |
| 2026-03-31 | $17,628,775,920 | 51,577,799 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||