Position in AMAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$896,848,242
+$382,309,032 QoQ
Shares Held
1,240,454
-17.6% QoQ
Ownership
0.156%
of shares outstanding
% of Portfolio
2.35%
of 13F equity value
Holder Rank
#76
of 3,487 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1%
Shared 99%
None 0%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026FIRST MANHATTAN CO. LLC. holds $2,367,328,808 across 7 Semiconductor Equipment & Materials names. AMAT ranks #2 (37.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
718,408 | $1,429,229,539 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
1,240,454 | $896,848,242 | |
| 3 | LRCX |
Lam Research Corp
|
52,227 | $22,631,525 | |
| 4 | KLAC |
Kla Corp
|
33,810 | $10,200,815 | |
| 5 | ONTO |
Onto Innovation Inc.
|
20,601 | $7,796,448 | |
| 6 | Q |
Qnity Electronics, Inc.
|
2,368 | $386,718 | |
| 7 | AMBA |
Ambarella Inc
|
2,745 | $235,521 |
All Filings in AMAT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $896,848,242 | 1,240,454 | Shares | Sole | 2026-08-14 | |
| 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 | |
| 2024-03-31 | $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. | ||||||