Terra Nova Asset Management LLC

Position in AMAT — Applied Materials Inc /De

CIK 1658652 NEW YORK, NY

Position in AMAT

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$723,000

+$343,614 QoQ

Shares Held

1,000

-9.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#2,362

of 3,488 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Terra Nova Asset Management LLC holds $3,823,749 across 4 Semiconductor Equipment & Materials names. AMAT ranks #2 (18.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	5,992	$2,596,513
2	AMAT	Applied Materials Inc /De This page	1,000	$723,000
3	KLAC	Kla Corp	880	$265,504
4	ASML	Asml Holding NV	120	$238,732

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$723,000	1,000	-9.9%	Shares	Sole	2026-08-04
2026-03-31	$379,386	1,110	—	Shares	Sole	2026-04-16
No filing history on record for this holder in this stock.