Position in AMAT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$57,419,352
+$53,290,552 QoQ
Shares Held
167,996
+945.7% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026TCW GROUP INC holds $327,424,801 across 8 Semiconductor Equipment & Materials names. AMAT ranks #2 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
151,180 | $199,683,077 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
167,996 | $57,419,352 | |
| 3 | Q |
Qnity Electronics, Inc.
|
328,785 | $37,935,213 | |
| 4 | PLAB |
Photronics Inc
|
319,520 | $12,911,803 | |
| 5 | KLAC |
Kla Corp
|
56,374 | $8,300,564 | |
| 6 | LRCX |
Lam Research Corp
|
23,356 | $4,990,242 | |
| 7 | TER |
Teradyne, Inc
|
12,246 | $3,630,449 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
56,720 | $2,554,101 |
All Filings in AMAT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $57,419,352 | 167,996 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $4,128,800 | 16,066 | Shares | Defined | 2026-02-17 | |
| 2025-06-30 | $2,257,070 | 12,329 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $6,223,761 | 42,887 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $4,891,422 | 30,077 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $6,163,939 | 30,507 | Shares | Defined | 2024-11-19 | |
| 2024-06-30 | $8,632,278 | 36,579 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $8,072,254 | 39,142 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $7,695,893 | 47,485 | Shares | Defined | 2024-02-09 | |
| 2021-03-31 | $3,913,812 | 29,295 | Shares | Defined | 2021-05-05 | |
| 2020-12-31 | $2,264,512 | 26,240 | Shares | Defined | 2021-02-02 | |
| 2020-09-30 | $1,975,523 | 33,230 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $2,008,874 | 33,232 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $1,522,690 | 33,232 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||