Convergence Investment Partners, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1456133 PALM BEACH GARDENS, FL

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Position in AMAT

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$7,974,690

+$7,602,139 QoQ

Shares Held

11,030

+911.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.77%

of 13F equity value

Holder Rank

#1,011

of 3,488 holders

Holding Since

Mar 2020

20 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, 2026

Convergence Investment Partners, LLC holds $46,941,528 across 4 Semiconductor Equipment & Materials names. AMAT ranks #3 (17.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	64,972	$28,154,316
2	AMKR	Amkor Technology, Inc.	122,715	$10,581,714
3	AMAT	Applied Materials Inc /De This page	11,030	$7,974,690
4	KLAC	Kla Corp	765	$230,808

All Filings in AMAT

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20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,974,690	11,030	+911.9%	Shares	Sole	2026-07-31
2026-03-31	$372,551	1,090	-6.7%	Shares	Sole	2026-05-07
2025-12-31	$300,164	1,168	-5.3%	Shares	Sole	2026-02-05
2025-09-30	$252,444	1,233	-0.7%	Shares	Sole	2025-11-04
2025-06-30	$227,372	1,242	-19.1%	Shares	Sole	2025-08-01
2024-12-31	$249,799	1,536	-2.4%	Shares	Sole	2025-01-31
2024-09-30	$317,824	1,573	-90.8%	Shares	Sole	2024-10-29
2024-06-30	$4,049,116	17,158	+95.4%	Shares	Sole	2024-08-01
2024-03-31	$1,810,699	8,780	+397.5%	Shares	Sole	2024-05-03
2023-12-31	$286,053	1,765	-13.9%	Shares	Sole	2024-02-05
2023-09-30	$283,960	2,051	-9.0%	Shares	Sole	2023-11-02
2023-06-30	$325,793	2,254	+23.4%	Shares	Sole	2023-07-26
2023-03-31	$224,287	1,826	-11.3%	Shares	Sole	2023-05-09
2022-03-31	$271,244	2,058	-52.3%	Shares	Sole	2022-04-26
2021-12-31	$679,323	4,317	-11.3%	Shares	Sole	2022-01-25
2021-09-30	$626,657	4,868	-15.1%	Shares	Sole	2021-10-25
2021-06-30	$816,521	5,734	-11.1%	Shares	Sole	2021-07-19
2021-03-31	$861,319	6,447	-2.5%	Shares	Sole	2021-04-30
2020-12-31	$570,788	6,614	-67.8%	Shares	Sole	2021-02-05
2020-03-31	$940,134	20,518	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.