GF Fund Management Boosts Stake in Applied Materials

The institutional investor increased its holdings in the semiconductor equipment manufacturer by 5.1% in Q4 2025.

Apr. 18, 2026 at 8:57am

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An extreme close-up of the intricate, metallic components of semiconductor manufacturing equipment, conveying a sense of industrial power and precision without any visible text or branding.The complex machinery behind semiconductor production reflects the institutional investment flowing into the industry.Santa Clara Today

GF Fund Management CO. LTD. increased its position in shares of Applied Materials, Inc. (NASDAQ:AMAT) by 5.1% in the fourth quarter of 2025, according to the company's latest 13F filing with the Securities and Exchange Commission. The institutional investor now owns 168,039 shares of the manufacturing equipment provider's stock, valued at $43,184,000.

Why it matters

Applied Materials is a leading supplier of semiconductor manufacturing equipment, and changes in institutional ownership can signal broader market trends and investor sentiment around the company and the industry.

The details

GF Fund Management CO. LTD. added 8,212 shares of Applied Materials to its portfolio during the fourth quarter. The company's holdings in Applied Materials now account for approximately 0.7% of its total portfolio. Applied Materials is the 28th largest holding for GF Fund Management CO. LTD.

  • GF Fund Management CO. LTD. reported its increased stake in Applied Materials in its Q4 2025 13F filing.
  • The filing covers the three-month period ending December 31, 2025.

The players

GF Fund Management CO. LTD.

An institutional investor that manages a portfolio of stocks, including a 5.1% stake in Applied Materials as of the end of Q4 2025.

Applied Materials, Inc.

A leading manufacturer of semiconductor production equipment, serving customers in the electronics industry.

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The takeaway

The increased stake by GF Fund Management CO. LTD. in Applied Materials suggests continued institutional investor confidence in the semiconductor equipment manufacturer and the broader industry's growth prospects.