Applied Materials, Inc.
US ˙ NasdaqGS ˙ US0382221051

SecurityAMAT / Applied Materials, Inc.
InstitutionBessemer Group Inc
Latest Disclosed Ownership1,216,373 shares
Latest Disclosed Value $ 415,745
Bessemer Group Inc reports 22.00% decrease in ownership of AMAT / Applied Materials, Inc.

On May 6, 2026 - Bessemer Group Inc filed a 13F-HR form disclosing ownership of 1,216,373 shares of Applied Materials, Inc. (US:AMAT) valued at $415,744,128 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 1,559,363 shares of Applied Materials, Inc.. This represents a change in shares of -22.00% during the quarter. The current value of the position is $609,123,107 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)
2026-05-06 2026-03-31 13F APPLIED MATERIALS SC 038222105 1,216,373 -342,990 -22.00 416 3.75 0.6535
2026-02-05 2025-12-31 13F APPLIED MATERIALS SC 038222105 1,559,363 -15,451 -0.98 401 24.22 0.6153
2025-11-05 2025-09-30 13F APPLIED MATERIALS SC 038222105 1,574,814 -6,484 -0.41 322 11.42 0.4931
2025-08-01 2025-06-30 13F APPLIED MATERIALS SC 038222105 1,581,298 524,523 49.63 289 88.89 0.4699
2025-04-23 2025-03-31 13F APPLIED MATERIALS SC 038222105 1,056,775 -23,202 -2.15 153 -12.57 0.2750
2025-02-13 2024-12-31 13F APPLIED MATERIALS SC 038222105 1,079,977 987,660 1,069.86 176 872.22 0.2867
2024-11-12 2024-09-30 13F APPLIED MATERIALS SC 038222105 92,317 48,173 109.13 19 80.00 0.0307
2024-08-13 2024-06-30 13F APPLIED MATERIALS SC 038222105 44,144 -2,128 -4.60 10 11.11 0.0184
2024-08-13 2024-03-31 13F/A-1 APPLIED MATERIALS SC 038222105 46,272 16,871 57.38 10 125.00 0.0172
2024-05-13 2024-03-31 13F APPLIED MATERIALS SC 038222105 46,272 16,871 10 0.0172
2024-02-09 2023-12-31 13F APPLIED MATERIALS SC 038222105 29,401 -2,849 -8.83 5 0.00 0.0093
2023-11-13 2023-09-30 13F APPLIED MATERIALS SC 038222105 32,250 -2,493 -7.18 4 -20.00 0.0098
2023-08-10 2023-06-30 13F APPLIED MATERIALS SC 038222105 34,743 4,394 14.48 5 66.67 0.0107
2023-05-10 2023-03-31 13F APPLIED MATERIALS SC 038222105 30,349 -6,208 -16.98 4 0.00 0.0089
2023-02-13 2022-12-31 13F APPLIED MATERIALS SC 038222105 36,557 7,214 24.59 4 -99.88 0.0087
2022-11-09 2022-09-30 13F APPLIED MATERIALS SC 038222105 29,343 -24,077 -45.07 2,405 -50.51 0.0063
2022-08-10 2022-06-30 13F APPLIED MATERIALS SC 038222105 53,420 -1,606 -2.92 4,860 -32.99 0.0121
2022-05-12 2022-03-31 13F APPLIED MATERIALS SC 038222105 55,026 10,296 23.02 7,253 3.04 0.0152
2022-01-27 2021-12-31 13F APPLIED MATERIALS SC 038222105 44,730 6,953 18.41 7,039 44.72 0.0141
2021-11-12 2021-09-30 13F APPLIED MATERIALS SC 038222105 37,777 88 0.23 4,864 -9.37 0.0104
2021-08-06 2021-06-30 13F APPLIED MATERIALS SC 038222105 37,689 -1,737 -4.41 5,367 1.88 0.0116
2021-05-13 2021-03-31 13F APPLIED MATERIALS SC 038222105 39,426 4,125 11.69 5,268 72.89 0.0126
2021-02-09 2020-12-31 13F APPLIED MATERIALS SC 038222105 35,301 728 2.11 3,047 48.20 0.0081
2020-11-12 2020-09-30 13F APPLIED MATERIALS SC 038222105 34,573 -21,743 -38.61 2,056 -39.60 0.0061
2020-08-05 2020-06-30 13F APPLIED MATERIALS SC 038222105 56,316 28,134 99.83 3,404 163.67 0.0107
2020-04-30 2020-03-31 13F APPLIED MATERIALS SC 038222105 28,182 -1,539 -5.18 1,291 -28.83 0.0052
2020-02-04 2019-12-31 13F APPLIED MATERIALS SC 038222105 29,721 -775 -2.54 1,814 19.26 0.0059
2019-11-07 2019-09-30 13F APPLIED MATERIALS SC 038222105 30,496 25,737 540.81 1,521 614.08 0.0054
2019-07-19 2019-06-30 13F APPLIED MATERIALS SC 038222105 4,759 1,524 47.11 213 66.41 0.0007
2019-05-13 2019-03-31 13F APPLIED MATERIALS SC 038222105 3,235 315 10.79 128 34.74 0.0005
2019-05-21 2018-12-31 13F/A-1 APPLIED MATERIALS SC 038222105 2,920 1,420 94.67 95 63.79 0.0004
2019-02-12 2018-12-31 13F APPLIED MATERIALS SC 038222105 2,920 1,420 95 0.0004
2018-11-06 2018-09-30 13F APPLIED MATERIALS SC 038222105 1,500 -2,716 -64.42 58 -70.26 0.0002
2018-07-25 2018-06-30 13F APPLIED MATERIALS SC 038222105 4,216 -200 -4.53 195 -20.73 0.0008
2018-05-10 2018-03-31 13F APPLIED MATERIALS SC 038222105 4,416 -936 -17.49 246 -10.22 0.0010
2018-01-30 2017-12-31 13F APPLIED MATERIALS SC 038222105 5,352 -1,926 -26.46 274 -27.70 0.0011
2017-11-03 2017-09-30 13F APPLIED MATERIALS SC 038222105 7,278 4,211 137.30 379 200.79 0.0015
2017-07-27 2017-06-30 13F APPLIED MATERIALS SC 038222105 3,067 1,817 145.36 126 157.14 0.0005
2017-05-12 2017-03-31 13F APPLIED MATERIALS SC 038222105 1,250 0 0.00 49 19.51 0.0002
2017-02-07 2016-12-31 13F APPLIED MATERIALS SC 038222105 1,250 234 23.03 41 32.26 0.0002
2016-11-10 2016-09-30 13F APPLIED MATERIALS SC 038222105 1,016 -180 -15.05 31 6.90 0.0002
2016-08-11 2016-06-30 13F APPLIED MATERIALS SC 038222105 1,196 0 0.00 29 16.00 0.0002
2016-05-11 2016-03-31 13F APPLIED MATERIALS SC 038222105 1,196 -2,088,312 -99.94 25 -99.94 0.0001
2016-02-12 2015-12-31 13F APPLIED MATERIALS SC 038222105 2,089,508 -1,865,652 -47.17 39,010 -32.86 0.2172
2015-11-16 2015-09-30 13F APPLIED MATERIALS SC 038222105 3,955,160 822,601 26.26 58,102 -3.50 0.3321
2015-08-14 2015-06-30 13F APPLIED MATERIALS SC 038222105 3,132,559 -1,876,068 -37.46 60,209 -46.72 0.3145
2015-06-18 2015-03-31 13F/A-1 APPLIED MATERIALS SC 038222105 5,008,627 1,288,935 34.65 112,995 21.90 0.5730
2015-05-14 2015-03-31 13F APPLIED MATERIALS SC 038222105 5,008,627 112,995
2015-02-17 2014-12-31 13F APPLIED MATERIALS SC 038222105 3,719,692 110,146 3.05 92,696 18.84 0.4992
2014-12-11 2014-09-30 13F/A-1 APPLIED MATERIALS SC 038222105 3,609,546 139,440 4.02 78,002 -0.32 0.4425
2014-11-13 2014-09-30 13F APPLIED MATERIALS SC 038222105 3,609,546 139,440 78,002 0.4933
2014-08-13 2014-06-30 13F APPLIED MATERIALS SC 038222105 3,470,106 519,475 17.61 78,251 29.90 0.4809
2014-05-14 2014-03-31 13F APPLIED MATERIALS SC 038222105 2,950,631 1,150,301 63.89 60,238 89.26 0.4062
2014-02-18 2013-12-31 13F APPLIED MATERIALS SC 038222105 1,800,330 648,155 56.25 31,829 57.58 0.2280
2013-11-08 2013-09-30 13F APPLIED MATERIALS SC 038222105 1,152,175 1,025,740 811.28 20,199 971.00 0.1639
2013-08-14 2013-06-30 13F APPLIED MATERIALS SC 038222105 126,435 126,435 1,886 0.0169
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.