Lighthouse Investment Partners, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1600344 Palm Beach Gardens, FL

Back to AMAT Full portfolio

Position in AMAT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$6,896,697

+$2,831,789 QoQ

Shares Held

9,539

-19.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,076

of 3,488 holders

Holding Since

Mar 2023

9 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

Lighthouse Investment Partners, LLC holds $24,694,958 across 7 Semiconductor Equipment & Materials names. AMAT ranks #2 (27.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	22,698	$9,835,724
2	AMAT	Applied Materials Inc /De This page	9,539	$6,896,697
3	ASML	Asml Holding NV	1,900	$3,779,935
4	AMBA	Ambarella Inc	23,433	$2,010,551
5	ONTO	Onto Innovation Inc.	4,252	$1,609,169
6	VECO	Veeco Instruments Inc	4,254	$322,453
7	COHU	Cohu Inc	3,253	$240,429

All Filings in AMAT

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9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,896,697	9,539	-19.8%	Shares	Defined	2026-08-14
2026-03-31	$4,064,908	11,893	-10.3%	Shares	Defined	2026-05-14
2025-12-31	$3,405,887	13,253	+385.8%	Shares	Defined	2026-02-17
2025-06-30	$499,414	2,728	+36.4%	Shares	Defined	2025-08-14
2024-09-30	$404,100	2,000	-76.5%	Shares	Defined	2024-11-14
2024-06-30	$2,005,915	8,500	-67.8%	Shares	Defined	2024-08-14
2023-09-30	$3,659,648	26,433	-32.5%	Shares	Defined	2023-11-14
2023-06-30	$5,656,283	39,133	+269.9%	Shares	Defined	2023-08-14
2023-03-31	$1,299,418	10,579	—	Shares	Defined	2023-05-15
No filing history on record for this holder in this stock.