Vinva Investment Management Ltd Lowers Holdings in Applied Materials, Inc.

The investment firm reduced its stake in the semiconductor equipment manufacturer by nearly 10% in Q3.

Mar. 8, 2026 at 2:22pm

Vinva Investment Management Ltd lowered its stake in shares of Applied Materials, Inc. (NASDAQ:AMAT) by 9.8% in the third quarter, according to the company's most recent filing with the Securities and Exchange Commission (SEC). The fund owned 67,665 shares of the manufacturing equipment provider's stock at the end of the quarter, down from 75,032 shares held previously.

Why it matters

Applied Materials is a major supplier of equipment, services and software used in the production of semiconductor chips, flat panel displays and other advanced materials. Changes in institutional ownership of the company's stock can signal shifts in investor sentiment and expectations around the semiconductor industry.

The details

Vinva Investment Management Ltd sold 7,367 shares of Applied Materials stock during the third quarter. The firm's holdings in the company were valued at $13.868 million at the end of the period. Other hedge funds have also modified their positions in Applied Materials, with some increasing and others decreasing their stakes.

  • Vinva Investment Management Ltd lowered its stake in Q3 2026.

The players

Vinva Investment Management Ltd

An investment management firm that lowered its stake in Applied Materials, Inc. in the third quarter of 2026.

Applied Materials, Inc.

A U.S.-based supplier of equipment, services and software used to manufacture semiconductor chips, flat panel displays and other advanced materials.

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The takeaway

The reduction in Vinva Investment Management Ltd's position in Applied Materials reflects broader shifts in institutional ownership and investor sentiment around the semiconductor industry, which can impact the stock price and performance of major equipment suppliers like Applied Materials.