Nishkama Capital, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1633799 DORADO, PR

Position in AMAT

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

Position Value

$39,065,859

+$10,376,349 QoQ

Shares Held

54,033

-35.6% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

4.41%

of 13F equity value

Holder Rank

#519

of 3,506 holders

Holding Since

Jun 2020

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Nishkama Capital, LLC holds $127,427,758 across 5 Semiconductor Equipment & Materials names. AMAT ranks #1 (30.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	54,033	$39,065,859
2	ASML	Asml Holding NV	12,915	$25,693,616
3	LRCX	Lam Research Corp	52,980	$22,957,823
4	ENTG	Entegris Inc	116,073	$20,876,889
5	VECO	Veeco Instruments Inc	248,464	$18,833,571

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$39,065,859	54,033	-35.6%	Shares	Sole	2026-08-14
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.