Old West Investment Management, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1549358 Los Angeles, CA

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Position in AMAT

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$3,144,468

+$780,160 QoQ

Shares Held

9,200

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Mar 31, 2026

Old West Investment Management, LLC holds $30,661,447 across 5 Semiconductor Equipment & Materials names. AMAT ranks #4 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	12,543	$16,567,170
2	IPGP	Ipg Photonics Corp	37,220	$4,265,039
3	ACLS	Axcelis Technologies Inc	42,481	$3,954,131
4	AMAT	Applied Materials Inc /De This page	9,200	$3,144,468
5	VECO	Veeco Instruments Inc	80,645	$2,730,639

All Filings in AMAT

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3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,144,468	9,200	0.0%	Shares	Sole	2026-05-12
2025-12-31	$2,364,308	9,200	0.0%	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.