Old West Investment Management, LLC
Position in AMAT — Applied Materials Inc /De
CIK 1549358
Los Angeles, CA
Position in AMAT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,651,600
+$3,507,132 QoQ
Shares Held
9,200
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#1,095
of 3,497 holders
Holding Since
Sep 2025
4 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, 2026Old West Investment Management, LLC holds $62,072,620 across 6 Semiconductor Equipment & Materials names. AMAT ranks #4 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
11,000 | $21,883,838 | |
| 2 | ACLS |
Axcelis Technologies Inc
|
90,334 | $17,113,776 | |
| 3 | IPGP |
Ipg Photonics Corp
|
81,189 | $9,525,093 | |
| 4 | AMAT |
Applied Materials Inc /De
This page
|
9,200 | $6,651,600 | |
| 5 | VECO |
Veeco Instruments Inc
|
62,423 | $4,731,663 | |
| 6 | LRCX |
Lam Research Corp
|
5,000 | $2,166,650 |
All Filings in AMAT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,651,600 | 9,200 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,144,468 | 9,200 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,364,308 | 9,200 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,883,608 | 9,200 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||