Position in AMAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$432,354
+$226,597 QoQ
Shares Held
598
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,732
of 3,488 holders
Holding Since
Mar 2026
2 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, 2026CIM, LLC holds $36,506,782 across 7 Semiconductor Equipment & Materials names. AMAT ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
14,864 | $29,571,034 | |
| 2 | CAMT |
Camtek Ltd
|
14,970 | $2,441,906 | |
| 3 | ACMR |
ACM Research, Inc.
|
12,528 | $1,589,677 | |
| 4 | AEHR |
Aehr Test Systems
|
12,259 | $1,177,599 | |
| 5 | VECO |
Veeco Instruments Inc
|
10,677 | $809,316 | |
| 6 | LRCX |
Lam Research Corp
|
1,119 | $484,896 | |
| 7 | AMAT |
Applied Materials Inc /De
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|
598 | $432,354 |
All Filings in AMAT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432,354 | 598 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $205,757 | 602 | Shares | Sole | 2026-05-18 | |
| No filing history on record for this holder in this stock. | ||||||