Position in AMAT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$57,928,278
-$28,036,932 QoQ
Shares Held
169,485
-49.3% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026Junto Capital Management LP holds $22,147,272 across 1 Semiconductor Equipment & Materials name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ONTO |
Onto Innovation Inc.
|
58,521 | $22,147,272 |
All Filings in AMAT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $57,928,278 | 169,485 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $85,965,210 | 334,508 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $51,573,187 | 251,896 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||