Aristotle Atlantic Partners LLC Acquires 10,408 Shares of Applied Materials, Inc.

Institutional investor increases stake in semiconductor equipment manufacturer

Mar. 15, 2026 at 7:57am

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Aristotle Atlantic Partners LLC, an investment management firm, increased its holdings in Applied Materials, Inc. (NASDAQ:AMAT) by 25.5% in the third quarter, according to a recent filing with the Securities and Exchange Commission. The firm now owns 51,262 shares of the manufacturing equipment provider's stock, valued at $10,495,000.

Why it matters

This transaction highlights the continued institutional investor interest in Applied Materials, a leading supplier of semiconductor manufacturing equipment. As the semiconductor industry remains a key focus area for technology and investment, changes in major shareholders' positions can signal broader market sentiment and future growth potential for the company.

The details

Aristotle Atlantic Partners LLC acquired an additional 10,408 shares of Applied Materials during the third quarter, increasing its total stake in the company to 51,262 shares. This represents a 25.5% increase in the firm's holdings compared to the prior quarter. Applied Materials is a major provider of equipment, services and software used in the production of semiconductors, flat panel displays and other advanced materials.

  • Aristotle Atlantic Partners LLC filed its 13F report for the third quarter of the year on 2026-03-15.

The players

Aristotle Atlantic Partners LLC

An investment management firm that 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

This transaction reflects the continued institutional investor interest in Applied Materials, a leading semiconductor equipment manufacturer. As the semiconductor industry remains a key focus area, changes in major shareholders' positions can signal broader market sentiment and future growth potential for the company.