PALISADE CAPITAL MANAGEMENT, LP

Position in AMAT — Applied Materials Inc /De

CIK 1009006 FORT LEE, NJ

Position in AMAT

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

Position Value

$11,062,623

+$5,473,332 QoQ

Shares Held

15,301

-6.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#878

of 3,488 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

PALISADE CAPITAL MANAGEMENT, LP holds $33,649,293 across 4 Semiconductor Equipment & Materials names. AMAT ranks #2 (32.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ONTO	Onto Innovation Inc.	52,514	$19,873,923
2	AMAT	Applied Materials Inc /De This page	15,301	$11,062,623
3	KLAC	Kla Corp	7,745	$2,336,743
4	ASML	Asml Holding NV	189	$376,004

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,062,623	15,301	-6.4%	Shares	Sole	2026-08-14
2026-03-31	$5,589,291	16,353	+2.2%	Shares	Sole	2026-05-15
2025-12-31	$4,113,124	16,005	-1.8%	Shares	Sole	2026-02-17
2025-09-30	$3,338,285	16,305	-0.2%	Shares	Sole	2025-11-14
2025-06-30	$2,990,631	16,336	-9.6%	Shares	Sole	2025-08-14
2025-03-31	$2,622,028	18,068	-7.1%	Shares	Sole	2025-04-29
2024-12-31	$3,161,689	19,441	-0.8%	Shares	Sole	2025-02-14
2024-09-30	$3,960,584	19,602	+0.1%	Shares	Sole	2024-11-14
2024-06-30	$4,621,392	19,583	+2.3%	Shares	Sole	2024-08-14
2024-03-31	$3,948,685	19,147	+0.5%	Shares	Sole	2024-05-15
2023-12-31	$3,087,109	19,048	-0.1%	Shares	Sole	2024-02-14
2023-09-30	$2,638,857	19,060	-0.4%	Shares	Sole	2023-11-14
2023-06-30	$2,767,073	19,144	-0.0%	Shares	Sole	2023-08-14
2023-03-31	$2,351,703	19,146	-57.9%	Shares	Sole	2023-05-08
2022-12-31	$4,423,778	45,428	-52.0%	Shares	Sole	2023-03-24
2022-09-30	$7,756,067	94,667	-26.2%	Shares	Sole	2022-11-14
2022-06-30	$11,674,098	128,315	-6.8%	Shares	Sole	2022-08-10
2022-03-31	$18,143,719	137,661	+0.9%	Shares	Sole	2022-05-09
2021-12-31	$21,460,599	136,379	-4.8%	Shares	Sole	2022-04-21
2021-09-30	$18,443,018	143,269	-6.7%	Shares	Sole	2021-11-15
2021-06-30	$21,860,251	153,513	+2.1%	Shares	Sole	2021-08-12
2021-03-31	$20,080,080	150,300	-13.0%	Shares	Sole	2021-05-12
2020-12-31	$14,904,873	172,710	+2.9%	Shares	Sole	2021-02-11
2020-09-30	$9,979,514	167,864	+57.2%	Shares	Sole	2020-11-12
2020-06-30	$6,456,422	106,806	—	Shares	Sole	2020-08-06
No filing history on record for this holder in this stock.