Rheos Capital Works Inc. Buys 240,000 Shares of Applied Materials

The investment firm increased its stake in the semiconductor equipment manufacturer during Q4 2025.

Apr. 7, 2026 at 12:22pm

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An extreme close-up of the intricate, metallic components and machinery inside a semiconductor fabrication facility, conveying the complex, industrial nature of modern electronics manufacturing.

Rheos Capital Works' substantial investment in Applied Materials reflects the firm's confidence in the semiconductor equipment manufacturer's ability to meet growing demand for advanced chips and materials.Santa Clara Today

Rheos Capital Works Inc. purchased a new position of 240,000 shares in Applied Materials, Inc. (NASDAQ:AMAT) during the fourth quarter of 2025, according to the company's recent 13F filing with the SEC. The new position is valued at approximately $61.7 million and makes Applied Materials the third-largest holding in Rheos Capital Works' investment portfolio, accounting for 4% of its total assets.

Why it matters

This significant investment by Rheos Capital Works in Applied Materials reflects the firm's confidence in the semiconductor equipment manufacturer's growth prospects. As a major supplier of capital equipment and technologies used across the electronics supply chain, Applied Materials is well-positioned to benefit from ongoing demand for semiconductor chips and advanced materials.

The details

Rheos Capital Works Inc. purchased the 240,000 shares of Applied Materials during the fourth quarter of 2025. The new position is valued at approximately $61.7 million, making it the third-largest holding in Rheos Capital Works' investment portfolio at 4% of total assets. Several other large institutional investors also increased their positions in Applied Materials during the same period.

Rheos Capital Works Inc. purchased the 240,000 shares of Applied Materials during the fourth quarter of 2025.

The players