Sand Hill Global Advisors, LLC
Position in AMAT — Applied Materials Inc /De
CIK 1009209
Palo Alto, CA
Position in AMAT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,350,200
+$3,244,091 QoQ
Shares Held
7,400
+20.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,180
of 3,488 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Sand Hill Global Advisors, LLC holds $18,048,641 across 3 Semiconductor Equipment & Materials names. AMAT ranks #2 (29.6% of the industry book) .
All Filings in AMAT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,350,200 | 7,400 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,106,109 | 6,162 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,721,062 | 6,697 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,251,575 | 6,113 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,119,106 | 6,113 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $885,522 | 6,102 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $995,132 | 6,119 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,317,568 | 6,521 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,538,890 | 6,521 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,302,961 | 6,318 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||