Hudson Edge Investment Partners Reduces Stake in Applied Materials

The investment firm lowered its position in the semiconductor equipment manufacturer by 29.1% during the fourth quarter.

Apr. 20, 2026 at 10:24am

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A high-contrast black and white close-up image of the gears, motors, and mechanisms of a semiconductor manufacturing machine, conveying the industrial scale and precision of modern chip production.An extreme close-up of the inner workings of a semiconductor fabrication machine highlights the complex, high-stakes nature of the semiconductor industry.Santa Clara Today

Hudson Edge Investment Partners Inc. lowered its position in Applied Materials, Inc. (NASDAQ:AMAT) by 29.1% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 27,878 shares of the manufacturing equipment provider's stock after selling 11,434 shares during the period.

Why it matters

This filing provides insight into the investment strategies and portfolio changes of Hudson Edge Investment Partners, a notable institutional investor in the semiconductor industry. The reduction in their Applied Materials stake could signal a shift in their outlook on the company or the broader sector.

The details

Hudson Edge Investment Partners' holdings in Applied Materials were worth $7,164,000 at the end of the most recent reporting period. Other major hedge funds have also recently added to or reduced their stakes in the company, with some increasing their positions significantly and others, like Hudson Edge, decreasing their exposure.

  • Hudson Edge Investment Partners filed its 13F report for the fourth quarter of 2025.

The players

Hudson Edge Investment Partners Inc.

A hedge fund that has invested in semiconductor equipment manufacturer Applied Materials.

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 filing highlights the ongoing shifts in institutional investment strategies within the semiconductor industry, as investors navigate the complex dynamics of supply chain challenges, technological advancements, and market volatility.