SPX Gestao de Recursos Ltda

Position in AMAT — Applied Materials Inc /De

CIK 1589176 RIO DE JANEIRO, D5

Position in AMAT

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

Position Value

$903,750

-$2,155,690 QoQ

Shares Held

1,250

-94.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#2,197

of 3,488 holders

Holding Since

Mar 2021

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

SPX Gestao de Recursos Ltda holds $5,852,713 across 5 Semiconductor Equipment & Materials names. AMAT ranks #3 (15.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TER	Teradyne, Inc	3,864	$1,869,557
2	ACMR	ACM Research, Inc.	13,815	$1,752,985
3	AMAT	Applied Materials Inc /De This page	1,250	$903,750
4	LRCX	Lam Research Corp	1,725	$747,494
5	ASML	Asml Holding NV	291	$578,927

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$903,750	1,250	-94.5%	Shares	Sole	2026-08-19
2021-03-31	$3,059,440	22,900	—	Shares	Sole	2021-05-04
No filing history on record for this holder in this stock.