Metis Global Partners, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1594916 San Diego, CA

Position in AMAT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$23,504,007

+$13,418,810 QoQ

Shares Held

32,509

+10.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#629

of 3,488 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Technology · as of Jun 30, 2026

Metis Global Partners, LLC holds $67,187,130 across 6 Semiconductor Equipment & Materials names. AMAT ranks #1 (35.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	32,509	$23,504,007
2	LRCX	Lam Research Corp	50,719	$21,978,064
3	KLAC	Kla Corp	62,196	$18,765,155
4	TER	Teradyne, Inc	3,760	$1,819,238
5	Q	Qnity Electronics, Inc.	5,037	$822,592
6	NVMI	Nova Ltd.	549	$298,074

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,504,007	32,509	+10.2%	Shares	Sole	2026-08-10
2026-03-31	$10,085,197	29,507	-12.0%	Shares	Sole	2026-05-07
2025-12-31	$8,620,729	33,545	-8.2%	Shares	Sole	2026-02-11
2025-09-30	$7,483,247	36,550	-5.0%	Shares	Sole	2025-11-06
2025-06-30	$7,045,632	38,486	-20.1%	Shares	Sole	2025-08-06
2025-03-31	$6,993,187	48,189	+8.9%	Shares	Sole	2025-05-07
2024-12-31	$7,196,702	44,252	+0.9%	Shares	Sole	2025-02-05
2024-09-30	$8,865,347	43,877	+1.3%	Shares	Sole	2024-11-06
2024-06-30	$10,226,390	43,334	+24.6%	Shares	Sole	2024-08-06
2024-03-31	$7,171,648	34,775	-0.4%	Shares	Sole	2024-05-06
2023-12-31	$5,661,105	34,930	-2.8%	Shares	Sole	2024-02-06
2023-09-30	$4,976,446	35,944	+18.9%	Shares	Sole	2023-11-07
2023-06-30	$4,371,178	30,242	-6.8%	Shares	Sole	2023-08-07
2023-03-31	$3,983,745	32,433	+34.1%	Shares	Sole	2023-05-08
2022-12-31	$2,354,843	24,182	+86.5%	Shares	Sole	2023-02-07
2022-09-30	$1,062,550	12,969	+0.0%	Shares	Sole	2022-11-08
2022-06-30	$1,179,555	12,965	-9.1%	Shares	Sole	2022-08-08
2022-03-31	$1,879,204	14,258	+79.1%	Shares	Sole	2022-05-03
2021-12-31	$1,253,057	7,963	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.