MAVERICK CAPITAL LTD

Position in AMAT — Applied Materials Inc /De

CIK 934639 DALLAS, TX

Position in AMAT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$297,337,817

+$6,611,198 QoQ

Shares Held

869,943

-23.1% QoQ

Ownership

0.110%

of shares outstanding

% of Portfolio

3.61%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

17 quarters on record

Technology · as of Mar 31, 2026

MAVERICK CAPITAL LTD holds $642,518,061 across 5 Semiconductor Equipment & Materials names. AMAT ranks #2 (46.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	258,377	$341,272,092
2	AMAT	Applied Materials Inc /De This page	869,943	$297,337,817
3	ENTG	Entegris Inc	12,859	$1,507,589
4	UCTT	Ultra Clean Holdings, Inc.	20,309	$1,262,813
5	ICHR	Ichor Holdings, Ltd.	24,410	$1,137,750

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$297,337,817	869,943	-23.1%	Shares	Sole	2026-05-15
2025-12-31	$290,726,619	1,131,276	+25276.3%	Shares	Sole	2026-02-13
2024-06-30	$1,052,043	4,458	+80.1%	Shares	Sole	2024-08-14
2023-12-31	$401,123	2,475	-99.1%	Shares	Sole	2024-02-14
2023-06-30	$39,312,856	271,986	-45.5%	Shares	Sole	2023-08-14
2023-03-31	$61,351,374	499,482	-36.5%	Shares	Sole	2023-05-15
2022-12-31	$76,607,774	786,689	+158.2%	Shares	Sole	2023-02-16
2022-09-30	$24,963,415	304,692	-18.8%	Shares	Sole	2022-11-14
2022-06-30	$34,155,347	375,416	-27.9%	Shares	Sole	2022-08-15
2022-03-31	$68,669,908	521,016	-36.3%	Shares	Sole	2022-05-16
2021-12-31	$128,646,520	817,530	+2.2%	Shares	Sole	2022-02-14
2021-09-30	$102,999,576	800,121	+10.0%	Shares	Sole	2021-11-15
2021-06-30	$103,602,408	727,545	-47.9%	Shares	Sole	2021-08-18
2021-03-31	$186,623,435	1,396,882	-55.2%	Shares	Sole	2021-05-17
2020-12-31	$268,852,979	3,115,330	+248.5%	Shares	Sole	2021-02-16
2020-09-30	$53,150,202	894,032	+19497.4%	Shares	Sole	2020-11-16
2020-06-30	$275,772	4,562	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.