Position in AMAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$131,068,332
+$73,217,982 QoQ
Shares Held
181,284
+7.1% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#279
of 3,482 holders
Holding Since
Dec 2020
23 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, 2026&PARTNERS holds $306,922,551 across 13 Semiconductor Equipment & Materials names. AMAT ranks #1 (42.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
181,284 | $131,068,332 | |
| 2 | LRCX |
Lam Research Corp
|
137,597 | $59,624,908 | |
| 3 | KLAC |
Kla Corp
|
163,510 | $49,332,602 | |
| 4 | ASML |
Asml Holding NV
|
22,290 | $44,344,615 | |
| 5 | TER |
Teradyne, Inc
|
12,134 | $5,870,914 | |
| 6 | Q |
Qnity Electronics, Inc.
|
31,312 | $5,113,562 | |
| 7 | ENTG |
Entegris Inc
|
20,889 | $3,757,095 | |
| 8 | FORM |
Formfactor Inc
|
18,342 | $2,933,436 |
All Filings in AMAT
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $131,068,332 | 181,284 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $57,850,350 | 169,257 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $40,101,490 | 156,043 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $28,506,359 | 139,232 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $22,461,041 | 122,691 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,555,927 | 86,521 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,240,160 | 62,966 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,625,312 | 42,689 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,522,748 | 19,165 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,696,447 | 8,226 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $438,723 | 2,707 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $355,124 | 2,565 | Shares | Sole | 2023-10-06 | |
| 2023-06-30 | $367,131 | 2,540 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $320,586 | 2,610 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $263,899 | 2,710 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $243,741 | 2,975 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $270,665 | 2,975 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $392,105 | 2,975 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $468,146 | 2,975 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $382,971 | 2,975 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $423,640 | 2,975 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $397,460 | 2,975 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $256,742 | 2,975 | Shares | Sole | 2021-01-11 | |
| No filing history on record for this holder in this stock. | ||||||