SANDLER CAPITAL MANAGEMENT

Position in AMAT — Applied Materials Inc /De

CIK 1000742 NEW YORK, NY

Position in AMAT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,510,256

+$1,629,809 QoQ

Shares Held

3,472

+1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.55%

of 13F equity value

Holder Rank

#1,558

of 3,488 holders

Holding Since

Mar 2021

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

SANDLER CAPITAL MANAGEMENT holds $6,893,486 across 5 Semiconductor Equipment & Materials names. AMAT ranks #1 (36.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	3,472	$2,510,256
2	Q	Qnity Electronics, Inc.	8,316	$1,358,085
3	TER	Teradyne, Inc	2,545	$1,231,372
4	LRCX	Lam Research Corp	2,349	$1,017,892
5	ASML	Asml Holding NV	390	$775,881

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,510,256	3,472	+1.3%	Shares	Sole	2026-08-14
2025-12-31	$880,447	3,426	-90.1%	Shares	Sole	2026-02-17
2024-06-30	$8,136,935	34,480	-7.5%	Shares	Sole	2024-08-14
2024-03-31	$7,690,316	37,290	-59.8%	Shares	Sole	2024-05-15
2023-12-31	$15,051,440	92,870	-4.6%	Shares	Sole	2024-02-14
2023-09-30	$13,471,185	97,300	+72.5%	Shares	Sole	2023-11-14
2023-06-30	$8,153,935	56,413	+3.2%	Shares	Sole	2023-08-14
2023-03-31	$6,716,221	54,679	-52.6%	Shares	Sole	2023-05-15
2021-03-31	$15,406,752	115,320	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.