SEC 13F Intelligence

Jennison Associates LLC / AMAT

Jennison Associates LLC’s Applied Matls Inc Position

Does Jennison Associates LLC own Applied Matls Inc (AMAT)? Yes292.3K shares worth $100M (+0.07% of its 13F portfolio) as of Q1 2026, up from 102.2K shares the prior filed quarter.

Position Value
$100M
Q1 2026
Shares
292.3K
% of Portfolio
+0.07%
Quarters Held
17
currently held

Position History AMAT

Reported value by quarter
Q1 ’20: $530,000Q1 ’20Q1 ’22: $724,000Q2 ’22: $3MQ3 ’22: $3MQ3 ’22Q1 ’23: $198MQ2 ’23: $244MQ3 ’23: $343MQ3 ’23Q4 ’23: $459MQ1 ’24: $323MQ2 ’24: $328MQ2 ’24Q3 ’24: $33MQ4 ’24: $27MQ1 ’25: $2MQ1 ’25Q2 ’25: $4MQ3 ’25: $4MQ4 ’25: $26MQ4 ’25Q1 ’26: $100Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026292.3K$100M+0.07%
Q4 2025102.2K$26M+0.02%
Q3 202519.7K$4M0.00%
Q2 202519.7K$4M0.00%
Q1 202515.0K$2M0.00%
Q4 2024166.9K$27M+0.02%
Q3 2024164.6K$33M+0.02%
Q2 20241.39M$328M+0.21%
Q1 20241.57M$323M+0.22%
Q4 20232.83M$459M+0.34%
Q3 20232.48M$343M+0.29%
Q2 20231.69M$244M+0.20%
Q1 20231.61M$198M+0.18%
Q3 202230.7K$3M0.00%
Q2 202229.5K$3M0.00%
Q1 20225.5K$724,0000.00%
Q1 202011.6K$530,0000.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jennison Associates LLC’s full portfolio or all institutional holders of AMAT.