Position in AMAT
as of Jun 30, 2026
· filed Aug 21, 2026
Position Value
$10,852,953
+$5,867,606 QoQ
Shares Held
15,011
+2.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.59%
of 13F equity value
Holder Rank
#882
of 3,488 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 11%
Shared 89%
None 0%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Delaney Dennis R holds $13,757,535 across 2 Semiconductor Equipment & Materials names. AMAT ranks #1 (78.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
15,011 | $10,852,953 | |
| 2 | ASML |
Asml Holding NV
|
1,460 | $2,904,582 |
All Filings in AMAT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,852,953 | 15,011 | Shares | Sole | 2026-08-21 | |
| 2026-03-31 | $4,985,347 | 14,586 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,520,555 | 9,808 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,368,275 | 6,683 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $382,797 | 2,091 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||