Position in AMAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,388,878
+$5,102,490 QoQ
Shares Held
12,986
+3.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.37%
of 13F equity value
Holder Rank
#945
of 3,488 holders
Holding Since
Mar 2020
25 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, 2026ATLAS CAPITAL ADVISORS INC. holds $23,944,023 across 9 Semiconductor Equipment & Materials names. AMAT ranks #1 (39.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
12,986 | $9,388,878 | |
| 2 | KLAC |
Kla Corp
|
20,980 | $6,329,875 | |
| 3 | LRCX |
Lam Research Corp
|
12,239 | $5,303,525 | |
| 4 | AMKR |
Amkor Technology, Inc.
|
25,748 | $2,220,250 | |
| 5 | ASML |
Asml Holding NV
|
263 | $523,222 | |
| 6 | TER |
Teradyne, Inc
|
200 | $96,768 | |
| 7 | ATEYY |
Advantest Corp
|
270 | $56,176 | |
| 8 | ENTG |
Entegris Inc
|
80 | $14,388 |
All Filings in AMAT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,388,878 | 12,986 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,286,388 | 12,541 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,898,281 | 15,169 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $2,930,584 | 16,008 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,408,556 | 16,597 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,890,910 | 17,776 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,620,533 | 17,919 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $4,134,780 | 17,521 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,152,028 | 20,133 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,340,586 | 20,612 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $2,777,999 | 20,065 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,859,723 | 19,785 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,285,866 | 18,610 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,809,515 | 18,582 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,522,423 | 18,582 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,690,590 | 18,582 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $2,595,537 | 19,693 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $2,534,597 | 16,107 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $2,109,755 | 16,389 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $2,316,136 | 16,265 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $2,275,074 | 17,029 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,001,210 | 23,189 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,948,533 | 32,776 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $2,021,871 | 33,447 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $1,592,336 | 34,752 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||