PRIMECAP MANAGEMENT CO/CA/

Position in AMAT — Applied Materials Inc /De

CIK 763212 PASADENA, CA

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Position in AMAT

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$401,304,525

+$84,223,582 QoQ

Shares Held

1,174,126

-4.8% QoQ

Ownership

0.148%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 93.77792502678588.ToString("F0")% Shared 0.ToString("F0")% None 6.222074973214118.ToString("F0")%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Mar 31, 2026

PRIMECAP MANAGEMENT CO/CA/ holds $5,336,337,823 across 9 Semiconductor Equipment & Materials names. AMAT ranks #3 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	2,437,647	$3,589,215,819
2	ASML	Asml Holding NV	353,076	$466,353,373
3	AMAT	Applied Materials Inc /De This page	1,174,126	$401,304,525
4	ENTG	Entegris Inc	3,142,833	$368,465,740
5	FORM	Formfactor Inc	1,788,644	$173,480,581
6	TER	Teradyne, Inc	550,610	$163,233,840
7	Q	Qnity Electronics, Inc.	970,514	$111,977,905
8	ACLS	Axcelis Technologies Inc	658,652	$61,307,328

All Filings in AMAT

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$401,304,525	1,174,126	-4.8%	Shares	Sole	2026-05-11
2025-12-31	$317,080,943	1,233,826	-22.1%	Shares	Sole	2026-02-11
2025-09-30	$324,354,431	1,584,226	-9.5%	Shares	Sole	2025-11-12
2025-06-30	$320,377,259	1,750,026	-28.7%	Shares	Sole	2025-08-11
2025-03-31	$356,178,174	2,454,370	-5.5%	Shares	Sole	2025-05-09
2024-12-31	$422,233,016	2,596,280	-5.3%	Shares	Sole	2025-02-10
2024-09-30	$554,078,280	2,742,283	-4.0%	Shares	Sole	2024-11-08
2024-06-30	$673,794,636	2,855,183	-5.1%	Shares	Sole	2024-08-09
2024-03-31	$620,563,187	3,009,083	-7.0%	Shares	Sole	2024-05-14
2023-12-31	$524,147,831	3,234,083	-4.1%	Shares	Sole	2024-02-09
2023-09-30	$466,910,441	3,372,412	-9.6%	Shares	Sole	2023-11-13
2023-06-30	$539,204,012	3,730,483	-5.5%	Shares	Sole	2023-08-11
2023-03-31	$484,955,317	3,948,183	-1.7%	Shares	Sole	2023-05-15
2022-12-31	$390,988,782	4,015,083	-2.5%	Shares	Sole	2023-02-13
2022-09-30	$337,517,435	4,119,583	-0.4%	Shares	Sole	2022-11-14
2022-06-30	$376,291,733	4,135,983	-1.2%	Shares	Sole	2022-08-11
2022-03-31	$551,554,399	4,184,783	-3.9%	Shares	Sole	2022-05-11
2021-12-31	$685,394,540	4,355,583	-4.2%	Shares	Sole	2022-02-11
2021-09-30	$585,011,296	4,544,483	-1.1%	Shares	Sole	2021-11-12
2021-06-30	$654,105,144	4,593,435	-8.1%	Shares	Sole	2021-08-10
2021-03-31	$668,018,036	5,000,135	-2.2%	Shares	Sole	2021-05-14
2020-12-31	$441,341,220	5,114,035	-2.5%	Shares	Sole	2021-02-08
2020-09-30	$311,847,055	5,245,535	-2.7%	Shares	Sole	2020-11-13
2020-06-30	$325,863,885	5,390,635	-6.6%	Shares	Sole	2020-08-13
2020-03-31	$264,318,855	5,768,635	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.