Dundas Partners LLP Acquires 165,912 Shares of Applied Materials, Inc.

Hedge fund increases stake in semiconductor equipment manufacturer

Published on Mar. 9, 2026

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Dundas Partners LLP, an investment management firm, has increased its holdings in Applied Materials, Inc. (NASDAQ:AMAT) by 147.5% during the third quarter, according to a recent SEC filing. The fund now owns 278,394 shares of the manufacturing equipment provider's stock, worth approximately $57 million.

Why it matters

Applied Materials is a leading supplier of semiconductor manufacturing equipment, making this a significant investment by Dundas Partners. The increased stake suggests the hedge fund sees growth potential in the semiconductor industry and Applied Materials' position within it.

The details

Dundas Partners LLP acquired an additional 165,912 shares of Applied Materials during the third quarter, bringing its total stake in the company to 278,394 shares. This represents 4% of Dundas Partners' overall portfolio, making Applied Materials the fund's 10th largest holding.

  • Dundas Partners LLP increased its stake in Applied Materials during the third quarter of 2026.

The players

Dundas Partners LLP

An investment management firm that has increased its stake in Applied Materials, Inc.

Applied Materials, Inc.

A leading supplier of semiconductor manufacturing equipment.

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The takeaway

This investment by Dundas Partners LLP suggests continued confidence in the semiconductor industry and Applied Materials' position as a key supplier of manufacturing equipment. The increased stake could signal potential growth opportunities for the company.