MASSACHUSETTS FINANCIAL SERVICES CO /MA/

Position in AMAT — Applied Materials Inc /De

CIK 912938 Boston, MA

Back to AMAT Full portfolio

Position in AMAT

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$403,940,407

+$336,356,407 QoQ

Shares Held

1,181,838

+349.4% QoQ

Ownership

0.149%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 84.27593291127887.ToString("F0")% Shared 12.468460144283734.ToString("F0")% None 3.2556069444373934.ToString("F0")%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Mar 31, 2026

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $3,949,309,798 across 10 Semiconductor Equipment & Materials names. AMAT ranks #3 (10.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	1,641,635	$2,417,159,788
2	LRCX	Lam Research Corp	3,309,521	$707,112,253
3	AMAT	Applied Materials Inc /De This page	1,181,838	$403,940,407
4	ENTG	Entegris Inc	1,381,668	$161,986,755
5	Q	Qnity Electronics, Inc.	876,617	$101,144,068
6	FORM	Formfactor Inc	733,338	$71,126,451
7	TER	Teradyne, Inc	201,282	$59,672,060
8	AMKR	Amkor Technology, Inc.	366,793	$16,516,688

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	$403,940,407	1,181,838	+349.4%	Shares	Defined	2026-05-14
2025-12-31	$67,584,000	262,983	+7.3%	Shares	Sole	2026-01-22
2025-09-30	$50,193,031	245,155	-43.6%	Shares	Sole	2025-10-29
2025-06-30	$79,527,802	434,412	-45.3%	Shares	Sole	2025-08-08
2025-03-31	$115,287,824	794,431	+2.2%	Shares	Sole	2025-05-02
2024-12-31	$126,459,785	777,592	-49.6%	Shares	Sole	2025-02-12
2024-09-30	$311,946,001	1,543,905	-59.8%	Shares	Sole	2024-11-12
2024-06-30	$906,134,339	3,839,715	+1.6%	Shares	Sole	2024-08-09
2024-03-31	$779,509,182	3,779,805	-9.8%	Shares	Sole	2024-05-14
2023-12-31	$678,900,205	4,188,932	-16.5%	Shares	Sole	2024-02-08
2023-09-30	$694,326,746	5,015,000	-16.0%	Shares	Sole	2023-11-08
2023-06-30	$862,683,373	5,968,475	+29.0%	Shares	Sole	2023-08-09
2023-03-31	$568,484,874	4,628,225	+20.8%	Shares	Sole	2023-05-10
2022-12-31	$372,994,027	3,830,294	-18.4%	Shares	Sole	2023-02-13
2022-09-30	$384,479,627	4,692,782	+0.5%	Shares	Sole	2022-11-09
2022-06-30	$424,676,895	4,667,805	-3.3%	Shares	Sole	2022-08-09
2022-03-31	$636,179,619	4,826,856	-14.1%	Shares	Sole	2022-05-11
2021-12-31	$884,723,079	5,622,287	-18.1%	Shares	Sole	2022-02-10
2021-09-30	$883,912,956	6,866,410	-13.4%	Shares	Sole	2021-11-10
2021-06-30	$1,129,231,713	7,929,998	-11.3%	Shares	Sole	2021-08-13
2021-03-31	$1,194,108,782	8,937,940	+2.0%	Shares	Sole	2021-05-13
2020-12-31	$755,984,113	8,759,955	+32.3%	Shares	Sole	2021-05-12
2020-09-30	$393,552,100	6,619,884	+69.5%	Shares	Sole	2020-11-12
2020-06-30	$236,122,835	3,906,085	+76.6%	Shares	Sole	2020-11-20
2020-03-31	$101,349,530	2,211,906	—	Shares	Sole	2020-11-20
No filing history on record for this holder in this stock.