MITCHELL CAPITAL MANAGEMENT CO

Position in AMAT — Applied Materials Inc /De

CIK 1080351 LEAWOOD, KS

Position in AMAT

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

Position Value

$7,925,526

+$4,269,399 QoQ

Shares Held

10,962

+2.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.42%

of 13F equity value

Holder Rank

#1,017

of 3,488 holders

Holding Since

Jun 2021

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

MITCHELL CAPITAL MANAGEMENT CO holds $18,047,453 across 4 Semiconductor Equipment & Materials names. AMAT ranks #2 (43.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TER	Teradyne, Inc	17,380	$8,409,139
2	AMAT	Applied Materials Inc /De This page	10,962	$7,925,526
3	LRCX	Lam Research Corp	2,393	$1,036,958
4	KLAC	Kla Corp	2,240	$675,830

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,925,526	10,962	+2.5%	Shares	Sole	2026-07-30
2026-03-31	$3,656,127	10,697	-47.1%	Shares	Sole	2026-05-11
2024-09-30	$4,082,420	20,205	+103.0%	Shares	Sole	2024-11-12
2022-03-31	$1,311,805	9,953	+2.9%	Shares	Sole	2022-04-29
2021-12-31	$1,521,513	9,669	+2.8%	Shares	Sole	2022-01-28
2021-09-30	$1,210,963	9,407	+2.4%	Shares	Sole	2021-11-02
2021-06-30	$1,308,513	9,189	—	Shares	Sole	2021-08-10
No filing history on record for this holder in this stock.