L2 Asset Management, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1686988 Wayland, MA

Position in AMAT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,366,288

+$1,562,321 QoQ

Shares Held

4,656

-11.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#1,404

of 3,488 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

L2 Asset Management, LLC holds $17,072,712 across 6 Semiconductor Equipment & Materials names. AMAT ranks #2 (19.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	23,182	$10,045,456
2	AMAT	Applied Materials Inc /De This page	4,656	$3,366,288
3	KLAC	Kla Corp	7,490	$2,259,807
4	IPGP	Ipg Photonics Corp	5,762	$675,997
5	TER	Teradyne, Inc	893	$432,069
6	PLAB	Photronics Inc	9,010	$293,095

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,366,288	4,656	-11.8%	Shares	Sole	2026-08-13
2026-03-31	$1,803,967	5,278	-11.3%	Shares	Sole	2026-05-15
2025-12-31	$1,529,090	5,950	+2.4%	Shares	Sole	2026-02-17
2025-09-30	$1,189,129	5,808	-14.2%	Shares	Sole	2025-11-14
2025-06-30	$1,238,651	6,766	-15.4%	Shares	Sole	2025-08-14
2025-03-31	$1,160,379	7,996	-47.1%	Shares	Sole	2025-05-15
2024-12-31	$2,457,501	15,111	-29.9%	Shares	Sole	2025-02-14
2024-09-30	$4,352,359	21,541	+18.2%	Shares	Sole	2024-11-14
2024-06-30	$4,300,445	18,223	+10.7%	Shares	Sole	2024-08-14
2024-03-31	$3,395,164	16,463	+12.4%	Shares	Sole	2024-05-15
2023-12-31	$2,374,649	14,652	-50.5%	Shares	Sole	2024-02-13
2023-09-30	$4,098,950	29,606	+795.0%	Shares	Sole	2023-11-08
2023-06-30	$478,138	3,308	+61.8%	Shares	Sole	2023-08-11
2023-03-31	$251,064	2,044	+32.6%	Shares	Sole	2023-05-12
2022-03-31	$203,235	1,542	+9.4%	Shares	Sole	2022-05-16
2021-12-31	$221,877	1,410	-81.7%	Shares	Sole	2022-02-10
2021-03-31	$1,029,655	7,707	-65.1%	Shares	Sole	2021-05-17
2020-12-31	$1,904,554	22,069	-39.0%	Shares	Sole	2021-02-12
2020-09-30	$2,150,068	36,166	-15.6%	Shares	Sole	2020-11-16
2020-06-30	$2,590,524	42,854	+8.8%	Shares	Sole	2020-08-13
2020-03-31	$1,805,491	39,404	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.