CAMBIAR INVESTORS LLC

Position in AMAT — Applied Materials Inc /De

CIK 823621 Denver, CO

Position in AMAT

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$50,604,743

+$4,799,617 QoQ

Shares Held

148,058

-16.9% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

2.44%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Technology · as of Mar 31, 2026

CAMBIAR INVESTORS LLC holds $74,193,420 across 3 Semiconductor Equipment & Materials names. AMAT ranks #1 (68.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	148,058	$50,604,743
2	ASML	Asml Holding NV	16,428	$21,698,595
3	ICHR	Ichor Holdings, Ltd.	40,551	$1,890,082

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$50,604,743	148,058	-16.9%	Shares	Sole	2026-05-12
2025-12-31	$45,805,126	178,237	-9.9%	Shares	Sole	2026-01-23
2025-09-30	$40,514,360	197,882	+40.0%	Shares	Sole	2025-11-03
2025-06-30	$25,867,974	141,301	+0.6%	Shares	Sole	2025-08-05
2025-03-31	$20,374,993	140,401	-4.9%	Shares	Sole	2025-05-13
2024-12-31	$24,014,108	147,661	+6.8%	Shares	Sole	2025-01-29
2024-09-30	$27,930,381	138,235	-21.8%	Shares	Sole	2024-10-28
2024-06-30	$41,731,527	176,836	-2.1%	Shares	Sole	2024-07-26
2024-03-31	$37,234,826	180,550	-17.8%	Shares	Sole	2024-05-02
2023-12-31	$35,592,192	219,610	-2.6%	Shares	Sole	2024-01-25
2023-09-30	$31,204,553	225,385	-20.8%	Shares	Sole	2023-10-30
2023-06-30	$41,115,848	284,460	-5.0%	Shares	Sole	2023-07-31
2023-03-31	$36,762,282	299,294	-4.0%	Shares	Sole	2023-05-08
2022-12-31	$30,356,656	311,734	-8.3%	Shares	Sole	2023-02-02
2022-09-30	$27,843,173	339,841	+4.4%	Shares	Sole	2022-10-28
2022-06-30	$29,618,448	325,549	+49.6%	Shares	Sole	2022-08-05
2022-03-31	$28,683,765	217,631	-47.1%	Shares	Sole	2022-04-28
2021-12-31	$64,716,503	411,264	-3.3%	Shares	Sole	2022-01-27
2021-09-30	$54,758,652	425,376	+0.0%	Shares	Sole	2021-10-22
2021-06-30	$60,566,707	425,328	+0.3%	Shares	Sole	2021-08-02
2021-03-31	$56,646,800	424,003	-27.0%	Shares	Sole	2021-05-14
2020-12-31	$50,143,924	581,042	-21.1%	Shares	Sole	2021-02-03
2020-09-30	$43,805,554	736,847	-6.8%	Shares	Sole	2020-10-21
2020-06-30	$47,807,184	790,855	+11.8%	Shares	Sole	2020-08-03
2020-03-31	$32,422,552	707,607	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.