Palestra Capital Management LLC
Position in AMAT — Applied Materials Inc /De
CIK 1568788
NEW YORK, NY
Position in AMAT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$97,945,393
New position
Shares Held
286,566
first reported quarter
Ownership
0.036%
of shares outstanding
% of Portfolio
3.85%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Palestra Capital Management LLC holds $168,515,970 across 1 Semiconductor Equipment & Materials name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
388,886 | $168,515,970 |
All Filings in AMAT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $97,945,393 | 286,566 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||