Grantham Mayo Van Otterloo & Co. LLC Boosts Stake in Applied Materials

The investment firm increased its holdings in the semiconductor equipment manufacturer by 46.3% in the third quarter.

Published on Mar. 9, 2026

Grantham Mayo Van Otterloo & Co. LLC, a prominent investment management firm, has increased its stake in Applied Materials, Inc. (NASDAQ:AMAT) by 46.3% during the third quarter. The firm now owns 127,113 shares of the manufacturing equipment provider's stock, valued at $26,025,000 at the end of the reporting period.

Why it matters

Applied Materials is a key supplier of equipment and software used in the production of semiconductor chips, display panels, and other advanced materials. Grantham Mayo Van Otterloo's increased investment in the company signals their confidence in the long-term growth potential of the semiconductor industry and Applied Materials' position within it.

The details

The investment firm acquired an additional 40,204 shares of Applied Materials during the third quarter, bringing its total holdings to 127,113 shares. This represents a 46.3% increase in the firm's stake in the company. Applied Materials is a leading provider of equipment, services, and software used in the manufacture of semiconductors, flat panel displays, and other advanced materials.

  • Grantham Mayo Van Otterloo & Co. LLC increased its stake in Applied Materials during the third quarter of the year.
  • The firm's holdings in Applied Materials were valued at $26,025,000 at the end of the most recent reporting period.

The players

Grantham Mayo Van Otterloo & Co. LLC

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

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

Grantham Mayo Van Otterloo's increased investment in Applied Materials reflects the firm's confidence in the long-term growth potential of the semiconductor industry and Applied Materials' position as a leading supplier of critical manufacturing equipment and software.