Oak Thistle LLC Invests $4.03 Million in Applied Materials, Inc. $AMAT

The investment firm bought a new position in the semiconductor equipment manufacturer.

Apr. 8, 2026 at 11:52am

Oak Thistle LLC, an investment firm, purchased 15,677 shares of Applied Materials, Inc. (NASDAQ:AMAT) during the fourth quarter, according to a recent SEC filing. The new position is valued at approximately $4,029,000, making Applied Materials the 10th largest holding in Oak Thistle's investment portfolio.

Why it matters

This investment highlights the continued confidence in Applied Materials, a leading provider of semiconductor manufacturing equipment. As the semiconductor industry remains a critical driver of technological innovation, investments in companies like Applied Materials are seen as strategic plays on the sector's long-term growth potential.

The details

Oak Thistle LLC's new position in Applied Materials represents about 0.6% of the firm's total investment portfolio. Applied Materials is a major supplier of equipment, services, and software used in the production of semiconductors, flat panel displays, and other advanced materials. The company's offerings support critical steps in device fabrication, such as deposition, etch, implantation, inspection, and metrology.

  • Oak Thistle LLC disclosed the new position in its Q4 2025 SEC filing.
  • Applied Materials' stock price closed at $354.31 on Wednesday, April 8, 2026.

The players

Oak Thistle LLC

An investment firm that has now taken a position in Applied Materials, Inc.

Applied Materials, Inc.

A leading supplier of semiconductor manufacturing equipment, services, and software.

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The takeaway

Oak Thistle's investment in Applied Materials reflects the continued strength and growth potential of the semiconductor industry, which remains a critical driver of technological innovation. As a leading supplier of manufacturing equipment and services, Applied Materials is well-positioned to benefit from ongoing industry trends.