Skip to main content

Alight Capital Management LP

Position in AMAT — Applied Materials Inc /De

CIK 1651473 NEW YORK, NY

Position in AMAT

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$14,460,000
+$5,915,250 QoQ
Shares Held
20,000
-20.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.35%
of 13F equity value
Holder Rank
#791
of 3,488 holders
Holding Since
Dec 2020
12 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

Alight Capital Management LP holds $42,960,409 across 4 Semiconductor Equipment & Materials names. AMAT ranks #1 (33.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMAT
Applied Materials Inc /De
This page
20,000 $14,460,000

All Filings in AMAT

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $14,460,000 20,000
2026-03-31 $8,544,750 25,000
2025-12-31 $7,709,700 30,000
2025-09-30 $10,237,000 50,000
2024-06-30 $2,359,900 10,000
2024-03-31 $2,062,300 10,000
2023-03-31 $2,456,600 20,000
2022-12-31 $1,460,700 15,000
2022-03-31 $1,318,000 10,000
2021-12-31 $6,294,400 40,000
2021-03-31 $5,344,000 40,000
2020-12-31 $1,726,000 20,000