Perennial Advisors, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1697360 NEW YORK, NY

Position in AMAT

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

Position Value

$14,352,996

+$7,436,534 QoQ

Shares Held

19,852

-1.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

2.97%

of 13F equity value

Holder Rank

#795

of 3,488 holders

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 37% Shared 0% None 63%

Technology · as of Jun 30, 2026

Perennial Advisors, LLC holds $27,425,706 across 4 Semiconductor Equipment & Materials names. AMAT ranks #1 (52.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	19,852	$14,352,996
2	LRCX	Lam Research Corp	12,640	$5,477,291
3	ASML	Asml Holding NV	2,456	$4,886,064
4	KLAC	Kla Corp	8,980	$2,709,355

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,352,996	19,852	-1.9%	Shares	Sole	2026-07-13
2026-03-31	$6,916,462	20,236	-7.5%	Shares	Sole	2026-04-13
2025-12-31	$5,619,857	21,868	-2.7%	Shares	Sole	2026-01-12
2025-09-30	$4,603,374	22,484	+1.9%	Shares	Sole	2025-10-14
2025-06-30	$4,039,073	22,063	+0.8%	Shares	Sole	2025-07-15
2025-03-31	$3,176,096	21,886	+45.9%	Shares	Sole	2025-04-14
2024-12-31	$2,439,124	14,998	-16.0%	Shares	Sole	2025-02-21
2024-06-30	$4,212,657	17,851	-4.3%	Shares	Sole	2024-07-23
2024-03-31	$3,845,158	18,645	-2.6%	Shares	Sole	2024-04-10
2023-12-31	$3,103,154	19,147	-1.0%	Shares	Sole	2024-01-25
2023-09-30	$2,676,653	19,333	-8.1%	Shares	Sole	2023-10-17
2023-06-30	$3,040,977	21,039	—	Shares	Sole	2023-08-01
No filing history on record for this holder in this stock.