BW Gestao de Investimentos Ltda.

Position in AMAT — Applied Materials Inc /De

CIK 1568280 SAO PAULO, D5

Position in AMAT

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

Position Value

$12,952,545

New position

Shares Held

17,915

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#828

of 3,488 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

BW Gestao de Investimentos Ltda. holds $55,631,822 across 5 Semiconductor Equipment & Materials names. AMAT ranks #2 (23.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	15,000	$29,841,598
2	AMAT	Applied Materials Inc /De This page	17,915	$12,952,545
3	UCTT	Ultra Clean Holdings, Inc.	82,843	$11,812,583
4	LRCX	Lam Research Corp	1,439	$623,561
5	ONTO	Onto Innovation Inc.	1,061	$401,535

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,952,545	17,915	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.