Baker Chad R Grows Stake in Applied Materials

Institutional investor increases holdings in semiconductor equipment manufacturer

Mar. 27, 2026 at 7:23am

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According to a recent SEC filing, Baker Chad R grew his position in shares of Applied Materials, Inc. (NASDAQ:AMAT) by 76.6% during the fourth quarter. The fund now owns 16,530 shares of the manufacturing equipment provider's stock, valued at $4.30 million.

Why it matters

Applied Materials is a major supplier of equipment and services used in the production of semiconductor chips, display panels, and other advanced materials. Institutional investors closely follow changes in ownership stakes, as they can provide insights into market sentiment and future performance of the company.

The details

Baker Chad R's increased stake in Applied Materials comes as the company has seen strong demand for its products amid the global semiconductor shortage and growth in areas like 5G and electric vehicles. The fund now owns 16,530 shares, up from 9,360 shares held at the end of the previous quarter.

  • Baker Chad R filed the 13F report disclosing the increased stake on March 27, 2026.
  • The holdings were as of the end of the fourth quarter of 2025.

The players

Baker Chad R

An institutional investor who manages a fund that has increased its stake in Applied Materials.

Applied Materials, Inc.

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

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What they’re saying

“We must continue to invest in the semiconductor industry to meet growing global demand.”

— Chad Baker, Fund Manager

What’s next

Investors will be watching to see if Baker Chad R continues to increase his fund's position in Applied Materials in the coming quarters.

The takeaway

The increased stake by Baker Chad R's fund highlights the strong outlook for Applied Materials as a key supplier of critical equipment for the semiconductor industry, which is facing robust demand across various end markets.