THOROUGHBRED FINANCIAL SERVICES, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1091370 BRENTWOOD, TN

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Position in AMAT

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,726,524

+$894,608 QoQ

Shares Held

2,388

-1.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,778

of 3,488 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

THOROUGHBRED FINANCIAL SERVICES, LLC holds $30,745,301 across 8 Semiconductor Equipment & Materials names. AMAT ranks #5 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	23,376	$10,129,522
2	ASML	Asml Holding NV	4,004	$7,965,717
3	KLAC	Kla Corp	23,763	$7,169,534
4	UCTT	Ultra Clean Holdings, Inc.	14,055	$2,004,102
5	AMAT	Applied Materials Inc /De This page	2,388	$1,726,524
6	ICHR	Ichor Holdings, Ltd.	10,182	$1,143,234
7	FORM	Formfactor Inc	2,229	$356,483
8	COHU	Cohu Inc	3,385	$250,185

All Filings in AMAT

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22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,726,524	2,388	-1.9%	Shares	Sole	2026-08-11
2026-03-31	$831,916	2,434	+2.5%	Shares	Sole	2026-05-12
2025-12-31	$610,094	2,374	-0.4%	Shares	Sole	2026-02-10
2025-09-30	$487,895	2,383	-79.2%	Shares	Sole	2025-11-10
2025-06-30	$2,098,714	11,464	-22.6%	Shares	Sole	2025-08-08
2025-03-31	$2,149,517	14,812	-8.7%	Shares	Sole	2025-05-09
2024-12-31	$2,639,647	16,231	-5.3%	Shares	Sole	2025-02-12
2024-09-30	$3,464,147	17,145	-2.1%	Shares	Sole	2024-11-08
2024-06-30	$4,132,656	17,512	+22.8%	Shares	Sole	2024-08-08
2024-03-31	$2,940,221	14,257	-21.6%	Shares	Sole	2024-05-07
2023-12-31	$2,947,729	18,188	-9.1%	Shares	Sole	2024-02-09
2023-09-30	$2,770,384	20,010	-20.9%	Shares	Sole	2023-11-08
2023-06-30	$3,656,862	25,300	+0.3%	Shares	Sole	2023-08-03
2023-03-31	$3,097,895	25,221	+127.8%	Shares	Sole	2023-04-24
2022-12-31	$1,078,093	11,071	+59.9%	Shares	Sole	2023-02-07
2022-09-30	$567,283	6,924	-43.4%	Shares	Sole	2022-10-27
2022-06-30	$1,113,868	12,243	-4.8%	Shares	Sole	2022-08-03
2022-03-31	$1,694,420	12,856	+18.0%	Shares	Sole	2022-05-04
2021-12-31	$1,714,909	10,898	+7.9%	Shares	Sole	2022-02-09
2021-09-30	$1,300,173	10,100	-0.6%	Shares	Sole	2021-10-27
2021-06-30	$1,446,784	10,160	+1.2%	Shares	Sole	2021-07-27
2021-03-31	$1,341,744	10,043	—	Shares	Sole	2021-04-30
No filing history on record for this holder in this stock.