Nishkama Capital, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1633799 DORADO, PR

Position in AMAT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$28,689,510

+$22,669,950 QoQ

Shares Held

83,939

+185.5% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

4.17%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

Nishkama Capital, LLC holds $75,052,521 across 4 Semiconductor Equipment & Materials names. AMAT ranks #2 (38.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	23,560	$31,118,754
2	AMAT	Applied Materials Inc /De This page	83,939	$28,689,510
3	ENTG	Entegris Inc	112,582	$13,199,113
4	VECO	Veeco Instruments Inc	60,400	$2,045,144

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$28,689,510	83,939	+185.5%	Shares	Sole	2026-05-15
2025-09-30	$6,019,560	29,401	-70.1%	Shares	Sole	2025-11-14
2023-06-30	$14,198,164	98,230	+718.7%	Shares	Sole	2023-08-14
2023-03-31	$1,473,837	11,999	-58.0%	Shares	Sole	2023-05-12
2022-12-31	$2,782,049	28,569	-81.1%	Shares	Sole	2023-02-14
2020-06-30	$9,121,723	150,897	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.