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Edgestream Partners, L.P.

Position in AMAT — Applied Materials Inc /De

CIK 1535061 Princeton, NJ

Position in AMAT

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$1,844,373
+$292,668 QoQ
Shares Held
2,551
-57.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,747
of 3,497 holders
Holding Since
Mar 2020
18 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

Edgestream Partners, L.P. holds $10,690,423 across 4 Semiconductor Equipment & Materials names. AMAT ranks #3 (17.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 AMAT
Applied Materials Inc /De
This page
2,551 $1,844,373

All Filings in AMAT

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18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,844,373 2,551
2025-12-31 $1,551,705 6,038
2025-06-30 $1,091,646 5,963
2025-03-31 $1,900,781 13,098
2024-12-31 $832,665 5,120
2024-06-30 $656,996 2,784
2024-03-31 $1,502,179 7,284
2023-12-31 $2,369,949 14,623
2023-03-31 $203,774 1,659
2022-06-30 $299,415 3,291
2022-03-31 $1,920,721 14,573
2021-12-31 $3,243,032 20,609
2021-09-30 $10,029,740 77,913
2021-06-30 $6,016,969 42,254
2021-03-31 $230,994 1,729
2020-09-30 $726,062 12,213
2020-06-30 $6,118,265 101,212
2020-03-31 $2,447,429 53,414