Applied Materials, Inc.
CH ˙ SWX ˙ US0382221051
SecurityCH:AMAT / Applied Materials, Inc.
Institution1832 Asset Management L.P.
Latest Disclosed Ownership807,088 shares
Latest Disclosed Value $ 275,854,608
1832 Asset Management L.P. reports 461.41% increase in ownership of AMAT / Applied Materials, Inc.

On May 14, 2026 - 1832 Asset Management L.P. filed a 13F-HR form disclosing ownership of 807,088 shares of Applied Materials, Inc. (CH:AMAT) valued at $275,854,608 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 143,760 shares of Applied Materials, Inc.. This represents a change in shares of 461.41% during the quarter.

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)
2026-05-14 2026-03-31 13F APPLIED MATLS COM 038222105 807,088 663,328 461.41 275,855 646.68 0.2536
2026-02-13 2025-12-31 13F APPLIED MATLS COM 038222105 143,760 -260,102 -64.40 36,945 -55.32 0.0281
2025-11-14 2025-09-30 13F APPLIED MATLS COM 038222105 403,862 -102,882 -20.30 82,687 -10.87 0.0653
2025-08-13 2025-06-30 13F APPLIED MATLS COM 038222105 506,744 57,500 12.80 92,770 42.30 0.0724
2025-05-14 2025-03-31 13F APPLIED MATLS COM 038222105 449,244 341,761 317.97 65,194 272.98 0.0593
2025-02-14 2024-12-31 13F APPLIED MATLS COM 038222105 107,483 84,199 361.62 17,480 271.58 0.0149
2024-11-13 2024-09-30 13F APPLIED MATLS COM 038222105 23,284 1,677 7.76 4,705 -7.75 0.0036
2024-08-13 2024-06-30 13F APPLIED MATLS COM 038222105 21,607 -579 -2.61 5,099 11.45 0.0041
2024-05-14 2024-03-31 13F APPLIED MATLS COM 038222105 22,186 -3,032 -12.02 4,575 11.94 0.0027
2024-02-13 2023-12-31 13F APPLIED MATLS COM 038222105 25,218 -7,411 -22.71 4,087 -9.52 0.0059
2023-11-13 2023-09-30 13F APPLIED MATLS COM 038222105 32,629 2,259 7.44 4,517 2.92 0.0064
2023-08-14 2023-06-30 13F APPLIED MATLS COM 038222105 30,370 -52,721 -63.45 4,390 -57.00 0.0085
2023-05-12 2023-03-31 13F APPLIED MATLS COM 038222105 83,091 -190,952 -69.68 10,206 -61.76 0.0210
2023-02-15 2022-12-31 13F APPLIED MATLS COM 038222105 274,043 229,467 514.78 26,686 630.72 0.0549
2022-11-14 2022-09-30 13F APPLIED MATLS COM 038222105 44,576 9,424 26.81 3,652 14.20 0.0078
2022-08-15 2022-06-30 13F APPLIED MATLS COM 038222105 35,152 1,243 3.67 3,198 -27.45 0.0064
2022-05-16 2022-03-31 13F APPLIED MATLS COM 038222105 33,909 33,679 14,643.04 4,408 11,813.51 0.0072
2022-02-15 2021-12-31 13F APPLIED MATLS COM 038222105 230 -209,633 -99.89 37 -99.86 0.0001
2021-11-15 2021-09-30 13F APPLIED MATLS COM 038222105 209,863 -120,178 -36.41 27,091 -41.71 0.0508
2021-08-20 2021-06-30 13F/A-1 APPLIED MATLS COM 038222105 330,041 -1,318,377 -79.98 46,474 -78.40 0.0899
2021-08-16 2021-06-30 13F APPLIED MATLS COM 038222105 330,041 -1,318,377 46,474 0.0900
2021-05-17 2021-03-31 13F APPLIED MATLS COM 038222105 1,648,418 1,648,418 215,113 0.4649
2021-02-16 2020-12-31 13F APPLIED MATLS COM 038222105 0 -180,000 -100.00 0 -100.00
2020-11-16 2020-09-30 13F APPLIED MATLS COM 038222105 180,000 180,000 10,813 0.0282
2020-08-14 2020-06-30 13F APPLIED MATLS COM 038222105 0 -93,203 -100.00 0 -100.00
2020-05-26 2020-03-31 13F/A-1 APPLIED MATLS COM 038222105 93,203 -336,665 -78.32 4,384 -83.32 0.0158
2020-02-14 2019-12-31 13F APPLIED MATLS COM 038222105 429,868 429,868 26,284 0.0800
2019-11-14 2019-09-30 13F APPLIED MATLS COM 038222105 0 -800 -100.00 0 -100.00
2019-08-14 2019-06-30 13F APPLIED MATLS COM 038222105 800 800 36 0.0001
2019-05-15 2019-03-31 13F APPLIED MATLS COM 038222105 0 -550,000 -100.00 0 -100.00
2019-02-14 2018-12-31 13F APPLIED MATLS COM 038222105 550,000 280,929 104.41 18,005 74.60 0.0712
2018-11-14 2018-09-30 13F APPLIED MATLS COM 038222105 269,071 115,089 74.74 10,312 50.50 0.0336
2018-08-14 2018-06-30 13F APPLIED MATLS COM 038222105 153,982 17,390 12.73 6,852 -7.02 0.0232
2018-05-15 2018-03-31 13F APPLIED MATLS COM 038222105 136,592 -15,981 -10.47 7,369 -2.03 0.0271
2018-02-14 2017-12-31 13F APPLIED MATLS COM 038222105 152,573 -151,862 -49.88 7,522 -50.27 0.0244
2017-11-14 2017-09-30 13F APPLIED MATLS COM 038222105 304,435 304,435 15,125 0.0530
2017-08-14 2017-06-30 13F APPLIED MATLS COM 038222105 0 -9,245 -100.00 0 -100.00
2017-05-15 2017-03-31 13F APPLIED MATLS COM 038222105 9,245 9,024 4,083.26 360 5,042.86 0.0013
2017-04-01 2016-12-31 13F/A-1 APPLIED MATLS COM 038222105 221 221 7 0.0000
2017-02-14 2016-12-31 13F APPLIED MATLS COM 038222105 221 7
2015-05-13 2015-03-31 13F APPLIED MATLS COM 038222105 0 -674,200 -100.00 0 -100.00
2015-02-12 2014-12-31 13F APPLIED MATLS COM 038222105 674,200 -1,281,230 -65.52 16,600 -60.63 0.0514
2014-11-12 2014-09-30 13F APPLIED MATLS COM 038222105 1,955,430 -278,670 -12.47 42,169 -16.22 0.1376
2014-08-13 2014-06-30 13F APPLIED MATLS COM 038222105 2,234,100 2,234,100 50,333 0.1586
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.