Zweig-DiMenna Associates LLC

Position in AMAT — Applied Materials Inc /De

CIK 1533950 NEW YORK, NY

Position in AMAT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$39,134,544

+$16,815,657 QoQ

Shares Held

54,128

-17.1% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

3.55%

of 13F equity value

Holder Rank

#515

of 3,488 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Zweig-DiMenna Associates LLC holds $108,426,020 across 4 Semiconductor Equipment & Materials names. AMAT ranks #1 (36.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	54,128	$39,134,544
2	LRCX	Lam Research Corp	88,966	$38,551,636
3	TER	Teradyne, Inc	38,034	$18,402,370
4	ONTO	Onto Innovation Inc.	32,600	$12,337,470

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$39,134,544	54,128	-17.1%	Shares	Sole	2026-08-13
2026-03-31	$22,318,887	65,300	+218.5%	Shares	Sole	2026-05-05
2023-03-31	$2,518,015	20,500	+13.9%	Shares	Sole	2023-04-28
2022-03-31	$2,372,400	18,000	-86.9%	Shares	Sole	2022-04-25
2021-12-31	$21,578,147	137,126	-13.7%	Shares	Sole	2022-01-27
2021-09-30	$20,462,405	158,956	+7.3%	Shares	Sole	2021-10-25
2021-06-30	$21,095,136	148,140	-14.5%	Shares	Sole	2021-07-29
2021-03-31	$23,151,544	173,290	+50.7%	Shares	Sole	2021-04-26
2020-12-31	$9,926,398	115,022	-16.3%	Shares	Sole	2021-01-26
2020-09-30	$8,167,181	137,379	0.0%	Shares	Sole	2020-10-27
2020-06-30	$8,304,560	137,379	-39.1%	Shares	Sole	2020-07-29
2020-03-31	$10,344,094	225,755	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.