Applied Materials, Inc.
US ˙ NasdaqGS ˙ US0382221051

SecurityAMAT / Applied Materials, Inc.
InstitutionEngineers Gate Manager LP
Latest Disclosed Ownership86,809 shares
Latest Disclosed Value $ 29,670,448
Engineers Gate Manager LP reports 341.37% increase in ownership of AMAT / Applied Materials, Inc.

On May 15, 2026 - Engineers Gate Manager LP filed a 13F-HR form disclosing ownership of 86,809 shares of Applied Materials, Inc. (US:AMAT) valued at $29,670,448 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 19,668 shares of Applied Materials, Inc.. This represents a change in shares of 341.37% during the quarter. The current value of the position is $43,471,343 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F APPLIED MATLS COM 038222105 86,809 67,141 341.37 29,670 487.06 0.3709
2026-02-17 2025-12-31 13F APPLIED MATLS COM 038222105 19,668 12,781 185.58 5,054 258.44 0.0599
2025-11-14 2025-09-30 13F APPLIED MATLS COM 038222105 6,887 -69,419 -90.97 1,410 -89.91 0.0161
2025-08-14 2025-06-30 13F APPLIED MATLS COM 038222105 76,306 -58,584 -43.43 13,969 -28.64 0.1738
2025-05-15 2025-03-31 13F APPLIED MATLS COM 038222105 134,890 81,350 151.94 19,575 124.82 0.3300
2025-02-14 2024-12-31 13F APPLIED MATLS COM 038222105 53,540 44,586 497.95 8,707 381.32 0.1515
2024-11-14 2024-09-30 13F APPLIED MATLS COM 038222105 8,954 -68,209 -88.40 1,809 -90.07 0.0353
2024-08-14 2024-06-30 13F APPLIED MATLS COM 038222105 77,163 19,833 34.59 18,210 54.01 0.4106
2024-05-15 2024-03-31 13F APPLIED MATLS COM 038222105 57,330 23,294 68.44 11,823 114.34 0.3112
2024-02-14 2023-12-31 13F APPLIED MATLS COM 038222105 34,036 15,284 81.51 5,516 112.48 0.1575
2023-11-14 2023-09-30 13F APPLIED MATLS COM 038222105 18,752 -1,389 -6.90 2,596 -10.82 0.0960
2023-08-14 2023-06-30 13F APPLIED MATLS COM 038222105 20,141 -41,136 -67.13 2,911 -61.32 0.1101
2023-05-15 2023-03-31 13F APPLIED MATLS COM 038222105 61,277 61,277 7,527 0.3145
2023-02-14 2022-12-31 13F APPLIED MATLS COM 038222105 0 -103,768 -100.00 0 -100.00
2022-11-14 2022-09-30 13F APPLIED MATLS COM 038222105 103,768 52,414 102.06 8,502 81.98 0.5289
2022-08-15 2022-06-30 13F APPLIED MATLS COM 038222105 51,354 44,135 611.37 4,672 391.27 0.1713
2022-05-16 2022-03-31 13F APPLIED MATLS COM 038222105 7,219 7,219 951 0.0372
2022-02-14 2021-12-31 13F APPLIED MATLS COM 038222105 0 -72,466 -100.00 0 -100.00
2021-11-15 2021-09-30 13F APPLIED MATLS COM 038222105 72,466 66,462 1,106.96 9,329 991.11 0.5316
2021-08-16 2021-06-30 13F APPLIED MATLS COM 038222105 6,004 -6,130 -50.52 855 -47.25 0.0550
2021-05-17 2021-03-31 13F APPLIED MATLS COM 038222105 12,134 -99,047 -89.09 1,621 -83.11 0.0803
2021-02-16 2020-12-31 13F APPLIED MATLS COM 038222105 111,181 42,121 60.99 9,595 133.68 0.4161
2020-11-16 2020-09-30 13F APPLIED MATLS COM 038222105 69,060 62,890 1,019.29 4,106 1,000.80 0.1927
2020-08-17 2020-06-30 13F APPLIED MATLS COM 038222105 6,170 -9,835 -61.45 373 -49.11 0.0190
2020-05-15 2020-03-31 13F APPLIED MATLS COM 038222105 16,005 -21,887 -57.76 733 -68.31 0.0528
2020-02-14 2019-12-31 13F APPLIED MATLS COM 038222105 37,892 32,007 543.87 2,313 686.73 0.1017
2019-11-14 2019-09-30 13F APPLIED MATLS COM 038222105 5,885 5,885 294 0.0149
2019-08-14 2019-06-30 13F APPLIED MATLS COM 038222105 0 -173,000 -100.00 0 -100.00
2019-05-15 2019-03-31 13F APPLIED MATLS COM 038222105 173,000 124,901 259.67 6,861 335.62 0.4155
2019-02-14 2018-12-31 13F APPLIED MATLS COM 038222105 48,099 -13,441 -21.84 1,575 -33.80 0.1260
2018-11-01 2018-09-30 13F APPLIED MATLS COM 038222105 61,540 36,648 147.23 2,379 106.87 0.1828
2018-08-03 2018-06-30 13F APPLIED MATLS COM 038222105 24,892 -9,467 -27.55 1,150 -39.82 0.0896
2018-05-07 2018-03-31 13F APPLIED MATLS COM 038222105 34,359 -7,525 -17.97 1,911 -10.74 0.1274
2018-02-01 2017-12-31 13F APPLIED MATLS COM 038222105 41,884 -20,680 -33.05 2,141 -34.31 0.1470
2017-11-13 2017-09-30 13F APPLIED MATLS COM 038222105 62,564 -3,746 -5.65 3,259 18.99 0.2742
2017-08-10 2017-06-30 13F APPLIED MATLS COM 038222105 66,310 59,810 920.15 2,739 982.61 0.2468
2017-05-05 2017-03-31 13F APPLIED MATLS COM 038222105 6,500 -22,015 -77.20 253 -72.50 0.0251
2017-02-10 2016-12-31 13F APPLIED MATLS COM 038222105 28,515 -163,763 -85.17 920 -84.13 0.0987
2016-11-09 2016-09-30 13F APPLIED MATLS COM 038222105 192,278 -44,858 -18.92 5,797 1.99 0.6037
2016-08-11 2016-06-30 13F APPLIED MATLS COM 038222105 237,136 194,842 460.68 5,684 534.38 0.4079
2016-05-09 2016-03-31 13F APPLIED MATLS COM 038222105 42,294 27,595 187.73 896 227.01 0.0699
2016-02-05 2015-12-31 13F APPLIED MATLS COM 038222105 14,699 -431,474 -96.71 274 -95.82 0.0185
2015-11-16 2015-09-30 13F APPLIED MATLS COM 038222105 446,173 293,965 193.13 6,554 124.07 0.5581
2015-08-14 2015-06-30 13F APPLIED MATLS COM 038222105 152,208 99,601 189.33 2,925 146.42 0.2863
2015-05-15 2015-03-31 13F APPLIED MATLS COM 038222105 52,607 32,789 165.45 1,187 140.28 0.1579
2015-02-17 2014-12-31 13F APPLIED MATLS COM 038222105 19,818 19,818 494 0.1407
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.