Mariner, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1373442 Overland Park, KS

Position in AMAT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$469,861,071

+$298,249,339 QoQ

Shares Held

649,877

+29.4% QoQ

Ownership

0.082%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#117

of 3,487 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Mariner, LLC holds $1,460,076,164 across 17 Semiconductor Equipment & Materials names. AMAT ranks #1 (32.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	649,877	$469,861,071
2	LRCX	Lam Research Corp	884,666	$383,352,317
3	KLAC	Kla Corp	1,254,871	$378,607,127
4	ASML	Asml Holding NV	64,950	$129,214,120
5	TER	Teradyne, Inc	129,275	$62,548,415
6	AMKR	Amkor Technology, Inc.	93,487	$8,061,383
7	ONTO	Onto Innovation Inc.	19,236	$7,279,864
8	NVMI	Nova Ltd.	6,734	$3,656,157

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$469,861,071	649,877	+29.4%	Shares	Sole	2026-08-13
2026-03-31	$171,611,732	502,097	+62.6%	Shares	Sole	2026-05-13
2025-12-31	$79,364,421	308,823	+7.2%	Shares	Sole	2026-02-13
2025-09-30	$58,978,017	288,063	-1.0%	Shares	Other	2025-11-14
2025-06-30	$53,275,749	291,013	+6.6%	Shares	Sole	2025-08-14
2025-03-31	$39,628,353	273,073	-4.4%	Shares	Other	2025-05-15
2024-12-31	$46,465,016	285,710	-18.6%	Shares	Other	2025-02-13
2024-09-30	$70,897,323	350,890	+4.9%	Shares	Sole	2024-11-13
2024-06-30	$78,969,332	334,630	-1.5%	Shares	Sole	2024-08-13
2024-03-31	$70,067,260	339,753	+1.9%	Shares	Sole	2024-05-15
2023-12-31	$54,038,188	333,425	+0.5%	Shares	Sole	2024-02-14
2023-09-30	$45,937,985	331,802	+11.4%	Shares	Sole	2023-11-13
2023-06-30	$43,048,780	297,833	+3.1%	Shares	Sole	2023-08-11
2023-03-31	$35,497,254	288,995	+4.3%	Shares	Sole	2023-05-15
2022-12-31	$26,976,206	277,020	+13.9%	Shares	Sole	2023-02-14
2022-09-30	$19,921,197	243,149	+51.5%	Shares	Sole	2022-11-10
2022-06-30	$14,603,017	160,508	+4.0%	Shares	Sole	2022-08-15
2022-03-31	$20,348,206	154,387	+13.4%	Shares	Sole	2022-05-13
2021-12-31	$21,414,650	136,087	+37.0%	Shares	Sole	2022-02-14
2021-09-30	$12,782,631	99,298	+72.6%	Shares	Sole	2021-11-15
2021-06-30	$8,190,705	57,519	+11.4%	Shares	Sole	2021-08-24
2021-03-31	$6,897,367	51,627	+19.9%	Shares	Sole	2021-05-07
2020-12-31	$3,716,941	43,070	-19.2%	Shares	Sole	2021-02-16
2020-09-30	$3,168,506	53,297	-2.8%	Shares	Sole	2020-11-13
2020-06-30	$3,313,264	54,810	-5.9%	Shares	Sole	2020-08-14
2020-03-31	$2,670,206	58,276	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.