Stanley Capital Management, LLC
Position in AMAT — Applied Materials Inc /De
CIK 1518934
HOUSTON, TX
Position in AMAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$56,249,400
+$22,480,548 QoQ
Shares Held
77,800
-21.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
7.46%
of 13F equity value
Holder Rank
#444
of 3,497 holders
Holding Since
Mar 2020
26 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, 2026Stanley Capital Management, LLC holds $76,143,799 across 2 Semiconductor Equipment & Materials names. AMAT ranks #1 (73.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
77,800 | $56,249,400 | |
| 2 | ASML |
Asml Holding NV
|
10,000 | $19,894,399 |
All Filings in AMAT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,249,400 | 77,800 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $33,768,852 | 98,800 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $27,703,522 | 107,800 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $22,070,972 | 107,800 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $19,734,946 | 107,800 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $14,482,976 | 99,800 | Shares | Sole | 2025-06-11 | |
| 2024-12-31 | $16,230,474 | 99,800 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $20,164,590 | 99,800 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $23,551,802 | 99,800 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $24,190,779 | 117,300 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $19,010,811 | 117,300 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $16,240,185 | 117,300 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $16,954,542 | 117,300 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $14,407,959 | 117,300 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,422,674 | 117,300 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,152,489 | 87,300 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,488,434 | 93,300 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $11,242,540 | 85,300 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $12,478,648 | 79,300 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $10,208,289 | 79,300 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $11,292,320 | 79,300 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $11,462,880 | 85,800 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $7,404,540 | 85,800 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,910,570 | 82,600 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,993,170 | 82,600 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $4,627,820 | 101,000 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||