Kemnay Advisory Services Inc.

Position in AMAT — Applied Materials Inc /De

CIK 1555283 New York, NY

Position in AMAT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$200,994

+$106,660 QoQ

Shares Held

278

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#3,272

of 3,488 holders

Holding Since

Jun 2022

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Kemnay Advisory Services Inc. holds $1,490,086 across 19 Semiconductor Equipment & Materials names. AMAT ranks #2 (13.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	512	$221,864
2	AMAT	Applied Materials Inc /De This page	278	$200,994
3	ICHR	Ichor Holdings, Ltd.	1,637	$183,802
4	ENTG	Entegris Inc	890	$160,075
5	KLAC	Kla Corp	466	$140,596
6	FORM	Formfactor Inc	822	$131,462
7	ACLS	Axcelis Technologies Inc	320	$60,624
8	ACMR	ACM Research, Inc.	416	$52,786

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$200,994	278	+0.7%	Shares	Sole	2026-08-14
2026-03-31	$94,334	276	-12.4%	Shares	Sole	2026-05-15
2025-12-31	$80,951	315	-98.0%	Shares	Sole	2026-02-17
2024-03-31	$3,305,041	16,026	-12.8%	Shares	Sole	2024-05-15
2023-12-31	$2,979,656	18,385	-9.1%	Shares	Sole	2024-02-14
2023-09-30	$2,801,674	20,236	+4.0%	Shares	Sole	2023-11-14
2023-06-30	$2,813,037	19,462	0.0%	Shares	Sole	2023-08-14
2023-03-31	$2,390,517	19,462	-0.3%	Shares	Sole	2023-05-15
2022-12-31	$1,899,981	19,511	-49.9%	Shares	Sole	2023-02-14
2022-09-30	$3,187,978	38,911	-40.2%	Shares	Sole	2022-11-14
2022-06-30	$5,917,430	65,041	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.