Dorsey Wright & Associates

Position in AMAT — Applied Materials Inc /De

CIK 1376772 PASADENA, CA

Position in AMAT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$12,255,573

+$9,890,675 QoQ

Shares Held

16,951

-7.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.31%

of 13F equity value

Holder Rank

#844

of 3,488 holders

Holding Since

Mar 2021

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Dorsey Wright & Associates holds $17,244,209 across 3 Semiconductor Equipment & Materials names. AMAT ranks #1 (71.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	16,951	$12,255,573
2	TER	Teradyne, Inc	8,128	$3,932,651
3	KLAC	Kla Corp	3,500	$1,055,985

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,255,573	16,951	-7.7%	Shares	Sole	2026-08-06
2021-09-30	$2,364,898	18,371	-2.5%	Shares	Sole	2021-10-26
2021-06-30	$2,681,819	18,833	+1.4%	Shares	Sole	2021-07-23
2021-03-31	$2,481,887	18,577	—	Shares	Sole	2021-04-27
No filing history on record for this holder in this stock.