Position in AMAT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$514,539,210
+$29,995,102 QoQ
Shares Held
1,505,425
-20.2% QoQ
Ownership
0.190%
of shares outstanding
% of Portfolio
2.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.671438298155006.ToString("F0")%
Shared 99.328561701845.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, 2026FIRST MANHATTAN CO. LLC. holds $1,529,434,509 across 6 Semiconductor Equipment & Materials names. AMAT ranks #2 (33.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
754,352 | $996,370,752 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
1,505,425 | $514,539,210 | |
| 3 | LRCX |
Lam Research Corp
|
62,214 | $13,292,643 | |
| 4 | ONTO |
Onto Innovation Inc.
|
20,751 | $4,255,407 | |
| 5 | KLAC |
Kla Corp
|
4,383 | $645,357 | |
| 6 | Q |
Qnity Electronics, Inc.
|
2,870 | $331,140 |
All Filings in AMAT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $514,539,210 | 1,505,425 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $484,544,108 | 1,885,459 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $415,486,047 | 2,029,335 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $514,143,856 | 2,808,455 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $448,221,114 | 3,088,624 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $465,752,967 | 2,863,881 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $527,695,601 | 2,611,708 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $414,293,188 | 1,755,554 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $264,710,641 | 1,283,570 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,092,457 | 19,081 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,602,167 | 18,795 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,706,945 | 18,728 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,354,773 | 19,171 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,884,887 | 19,356 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,555,441 | 18,985 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,681,947 | 18,487 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,436,586 | 18,487 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,909,114 | 18,487 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,389,100 | 18,559 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,649,561 | 11,584 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,554,302 | 11,634 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,004,014 | 11,634 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $950,248 | 15,984 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $966,232 | 15,984 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $758,000 | 16,543 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||