Position in AMAT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$21,690,000
+$8,018,400 QoQ
Shares Held
30,000
-25.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#657
of 3,488 holders
Holding Since
Dec 2023
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Telemark Asset Management, LLC holds $95,205,599 across 4 Semiconductor Equipment & Materials names. AMAT ranks #2 (22.8% of the industry book) .
All Filings in AMAT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,690,000 | 30,000 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $13,671,600 | 40,000 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $10,279,600 | 40,000 | Shares | Sole | 2026-02-11 | |
| 2024-09-30 | $4,041,000 | 20,000 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $16,519,300 | 70,000 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $20,623,000 | 100,000 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $16,207,000 | 100,000 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||