Alight Capital Buys 50,000 Shares of Applied Materials

Hedge fund adds to position in semiconductor equipment maker

Mar. 15, 2026 at 7:23am

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Alight Capital Management LP, a hedge fund, purchased a new position of 50,000 shares in Applied Materials, Inc. (NASDAQ:AMAT) during the third quarter. The shares are valued at approximately $10.2 million, making Applied Materials the 12th largest position in Alight Capital's portfolio.

Why it matters

Applied Materials is a leading manufacturer of semiconductor equipment, which is a critical industry for the technology sector. Alight Capital's investment in the company signals confidence in Applied Materials' growth prospects and the overall strength of the semiconductor industry.

The details

According to a regulatory filing, Alight Capital Management purchased 50,000 shares of Applied Materials in the third quarter. This new position makes Applied Materials the 12th largest holding in Alight Capital's portfolio, accounting for approximately 2.2% of the fund's total assets.

  • Alight Capital purchased the 50,000 shares of Applied Materials in the third quarter.

The players

Alight Capital Management LP

A hedge fund that has purchased a new position in Applied Materials, making it one of the fund's top holdings.

Applied Materials, Inc.

A leading manufacturer of semiconductor equipment and a key supplier to the technology industry.

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The takeaway

Alight Capital's investment in Applied Materials reflects the hedge fund's confidence in the semiconductor industry and the growth potential of the leading equipment manufacturer. This move highlights the continued importance of Applied Materials as a key player in the technology supply chain.