Sculptor Capital LP

Position in AMAT — Applied Materials Inc /De

CIK 1054587 New York, NY

Position in AMAT

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

Position Value

$27,690,900

-$74,094,162 QoQ

Shares Held

38,300

-87.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#595

of 3,502 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Sculptor Capital LP holds $190,480,363 across 5 Semiconductor Equipment & Materials names. AMAT ranks #2 (14.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	63,600	$126,528,377
2	AMAT	Applied Materials Inc /De This page	38,300	$27,690,900
3	LRCX	Lam Research Corp	51,200	$22,186,496
4	KLAC	Kla Corp	25,000	$7,542,750
5	TER	Teradyne, Inc	13,500	$6,531,840

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,690,900	38,300	-87.1%	Shares	Sole	2026-08-14
2026-03-31	$101,785,062	297,800	+1091.2%	Shares	Defined	2026-05-15
2025-09-30	$5,118,500	25,000	—	Shares	Defined	2025-11-14
No filing history on record for this holder in this stock.