Sustainable Insight Capital Management, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1580677 NEW YORK, NY

Back to AMAT Full portfolio

Position in AMAT

as of Jun 30, 2026 · filed Aug 19, 2026 Compact

Position Value

$1,619,520

+$802,642 QoQ

Shares Held

2,240

-6.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#1,820

of 3,488 holders

Holding Since

Mar 2021

8 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, 2026

Sustainable Insight Capital Management, LLC holds $4,463,930 across 4 Semiconductor Equipment & Materials names. AMAT ranks #1 (36.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	2,240	$1,619,520
2	LRCX	Lam Research Corp	3,530	$1,529,654
3	KLAC	Kla Corp	3,620	$1,092,190
4	TER	Teradyne, Inc	460	$222,566

All Filings in AMAT

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8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,619,520	2,240	-6.3%	Shares	Defined	2026-08-19
2026-03-31	$816,878	2,390	+60.4%	Shares	Defined	2026-05-14
2025-12-31	$382,915	1,490	-11.8%	Shares	Defined	2026-02-12
2025-09-30	$346,010	1,690	+48.8%	Shares	Defined	2025-11-14
2024-09-30	$229,528	1,136	-76.6%	Shares	Defined	2024-11-01
2022-03-31	$641,207	4,865	+88.4%	Shares	Defined	2022-05-12
2021-12-31	$406,303	2,582	-60.6%	Shares	Defined	2022-02-02
2021-03-31	$876,282	6,559	—	Shares	Defined	2021-05-10
No filing history on record for this holder in this stock.