Curi Capital, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1332905 CHICAGO, IL

Position in AMAT

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

Position Value

$63,326,847

+$27,504,179 QoQ

Shares Held

87,589

-16.4% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

1.21%

of 13F equity value

Holder Rank

#409

of 3,488 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Technology · as of Jun 30, 2026

Curi Capital, LLC holds $117,538,267 across 8 Semiconductor Equipment & Materials names. AMAT ranks #1 (53.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	87,589	$63,326,847
2	ASML	Asml Holding NV	15,472	$30,780,613
3	LRCX	Lam Research Corp	35,923	$15,566,513
4	KLAC	Kla Corp	15,762	$4,755,552
5	TER	Teradyne, Inc	3,728	$1,803,754
6	ONTO	Onto Innovation Inc.	1,770	$669,856
7	ENTG	Entegris Inc	1,971	$354,504
8	KLIC	Kulicke & Soffa Industries Inc	2,098	$280,628

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$63,326,847	87,589	-16.4%	Shares	Other	2026-08-14
2026-03-31	$35,822,668	104,809	+71.8%	Shares	Other	2026-05-15
2025-12-31	$15,680,244	61,015	-4.4%	Shares	Other	2026-02-17
2025-09-30	$13,061,387	63,795	-2.4%	Shares	Sole	2025-11-13
2025-06-30	$11,967,102	65,369	-1.1%	Shares	Other	2025-08-14
2025-03-31	$9,595,624	66,122	-2.8%	Shares	Sole	2025-05-15
2024-12-31	$11,060,791	68,012	-0.9%	Shares	Sole	2025-02-13
2024-09-30	$13,862,448	68,609	-0.6%	Shares	Sole	2024-11-06
2024-06-30	$16,293,929	69,045	-29.9%	Shares	Sole	2024-08-13
2024-03-31	$20,299,012	98,429	+881.7%	Shares	Sole	2024-05-15
2023-12-31	$1,624,913	10,026	-0.1%	Shares	Sole	2024-02-14
2023-09-30	$1,390,038	10,040	-0.1%	Shares	Sole	2023-11-13
2023-06-30	$1,453,349	10,055	+0.1%	Shares	Sole	2023-08-11
2023-03-31	$1,234,073	10,047	+0.6%	Shares	Sole	2023-05-11
2022-12-31	$972,534	9,987	0.0%	Shares	Sole	2023-02-14
2022-09-30	$818,234	9,987	0.0%	Shares	Sole	2022-11-14
2022-06-30	$908,617	9,987	-1.5%	Shares	Sole	2022-08-01
2022-03-31	$1,336,320	10,139	-1.6%	Shares	Sole	2022-05-06
2021-12-31	$1,621,594	10,305	-0.6%	Shares	Sole	2022-01-26
2021-09-30	$1,334,543	10,367	-9.8%	Shares	Sole	2021-10-20
2021-06-30	$1,636,176	11,490	+10.8%	Shares	Sole	2021-08-13
2021-03-31	$1,385,031	10,367	-2.1%	Shares	Sole	2021-05-12
2020-12-31	$914,003	10,591	-1.1%	Shares	Sole	2021-02-11
2020-09-30	$636,590	10,708	-1.0%	Shares	Sole	2020-11-10
2020-06-30	$654,129	10,821	+0.8%	Shares	Sole	2020-08-05
2020-03-31	$491,969	10,737	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.