SHAKER INVESTMENTS LLC/OH

Position in AMAT — Applied Materials Inc /De

CIK 1009005 CLEVELAND, OH

Position in AMAT

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$4,802,166

+$3,853,016 QoQ

Shares Held

6,642

+139.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.93%

of 13F equity value

Holder Rank

#1,239

of 3,488 holders

Holding Since

Sep 2020

9 quarters on record

Voting authority Sole 67% Shared 0% None 33%

Technology · as of Jun 30, 2026

SHAKER INVESTMENTS LLC/OH holds $11,913,611 across 3 Semiconductor Equipment & Materials names. AMAT ranks #2 (40.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	11,361	$4,923,062
2	AMAT	Applied Materials Inc /De This page	6,642	$4,802,166
3	ASML	Asml Holding NV	1,100	$2,188,383

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,802,166	6,642	+139.2%	Shares	Sole	2026-07-15
2026-03-31	$949,150	2,777	-63.0%	Shares	Sole	2026-05-05
2022-03-31	$989,290	7,506	+1.1%	Shares	Sole	2022-04-27
2021-12-31	$1,168,240	7,424	-0.2%	Shares	Sole	2022-02-08
2021-09-30	$957,879	7,441	+0.4%	Shares	Sole	2021-11-08
2021-06-30	$1,055,896	7,415	0.0%	Shares	Sole	2021-08-02
2021-03-31	$990,644	7,415	+0.2%	Shares	Sole	2021-05-05
2020-12-31	$638,447	7,398	+0.4%	Shares	Sole	2021-02-10
2020-09-30	$438,205	7,371	—	Shares	Sole	2020-11-09
No filing history on record for this holder in this stock.