PINNACLE ASSOCIATES LTD

Position in AMAT — Applied Materials Inc /De

CIK 743127 NEW YORK, NY

Position in AMAT

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$32,418,781

+$7,374,078 QoQ

Shares Held

94,850

-2.7% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 98.92988929889299.ToString("F0")% Shared 0.ToString("F0")% None 1.0701107011070112.ToString("F0")%

Technology · as of Mar 31, 2026

PINNACLE ASSOCIATES LTD holds $211,336,185 across 12 Semiconductor Equipment & Materials names. AMAT ranks #2 (15.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	287,487	$61,424,472
2	AMAT	Applied Materials Inc /De This page	94,850	$32,418,781
3	UCTT	Ultra Clean Holdings, Inc.	441,659	$27,462,356
4	AMBA	Ambarella Inc	430,249	$22,149,218
5	ICHR	Ichor Holdings, Ltd.	408,307	$19,031,189
6	FORM	Formfactor Inc	189,562	$18,385,618
7	KLAC	Kla Corp	11,473	$16,892,959
8	IPGP	Ipg Photonics Corp	59,569	$6,826,011

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$32,418,781	94,850	-2.7%	Shares	Sole	2026-04-22
2025-12-31	$25,044,703	97,454	-0.5%	Shares	Sole	2026-02-05
2025-09-30	$20,060,220	97,979	-1.7%	Shares	Sole	2025-11-13
2025-06-30	$18,254,458	99,713	+2.5%	Shares	Sole	2025-08-04
2025-03-31	$14,114,080	97,258	-12.8%	Shares	Sole	2025-05-06
2024-12-31	$18,140,888	111,547	-4.8%	Shares	Sole	2025-02-14
2024-09-30	$23,670,157	117,150	+4.0%	Shares	Sole	2024-10-25
2024-06-30	$26,585,217	112,654	-2.1%	Shares	Sole	2024-07-30
2024-03-31	$23,732,123	115,076	-1.8%	Shares	Sole	2024-04-26
2023-12-31	$18,986,500	117,150	-0.5%	Shares	Sole	2024-01-19
2023-09-30	$16,297,503	117,714	-3.3%	Shares	Sole	2023-10-24
2023-06-30	$17,600,202	121,767	-1.4%	Shares	Sole	2023-07-27
2023-03-31	$15,169,259	123,498	-1.4%	Shares	Sole	2023-05-05
2022-12-31	$12,191,391	125,194	+0.4%	Shares	Sole	2023-02-01
2022-09-30	$10,213,311	124,659	-0.3%	Shares	Sole	2022-11-01
2022-06-30	$11,371,317	124,987	-0.0%	Shares	Sole	2022-08-02
2022-03-31	$16,477,504	125,019	-3.8%	Shares	Sole	2022-05-05
2021-12-31	$20,457,429	130,004	-0.1%	Shares	Sole	2022-02-02
2021-09-30	$16,744,683	130,076	+2.0%	Shares	Sole	2021-10-19
2021-06-30	$18,156,427	127,503	-9.6%	Shares	Sole	2021-08-02
2021-03-31	$18,835,462	140,984	-7.8%	Shares	Sole	2021-05-12
2020-12-31	$13,200,793	152,964	-1.8%	Shares	Sole	2021-01-26
2020-09-30	$9,258,683	155,739	-6.0%	Shares	Sole	2020-10-23
2020-06-30	$10,019,708	165,752	-4.7%	Shares	Sole	2020-08-14
2020-03-31	$7,971,213	173,968	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.