Position in AMAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,333,844
+$1,248,661 QoQ
Shares Held
3,228
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,605
of 3,488 holders
Holding Since
Mar 2020
22 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, 2026Morse Asset Management, Inc holds $44,647,581 across 8 Semiconductor Equipment & Materials names. AMAT ranks #3 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
90,995 | $27,454,101 | |
| 2 | LRCX |
Lam Research Corp
|
22,591 | $9,789,358 | |
| 3 | AMAT |
Applied Materials Inc /De
This page
|
3,228 | $2,333,844 | |
| 4 | TER |
Teradyne, Inc
|
3,918 | $1,895,685 | |
| 5 | NVMI |
Nova Ltd.
|
3,351 | $1,819,391 | |
| 6 | Q |
Qnity Electronics, Inc.
|
6,959 | $1,136,474 | |
| 7 | ONTO |
Onto Innovation Inc.
|
415 | $157,056 | |
| 8 | ASML |
Asml Holding NV
|
31 | $61,672 |
All Filings in AMAT
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,333,844 | 3,228 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,085,183 | 3,175 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $751,695 | 2,925 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $540,718 | 2,641 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $483,487 | 2,641 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $448,856 | 3,093 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $552,128 | 3,395 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,201,187 | 5,945 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $5,632,373 | 23,867 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,949,932 | 24,002 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,999,401 | 24,677 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $3,492,539 | 25,226 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,494,399 | 24,176 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,511,013 | 20,443 | Shares | Sole | 2023-05-03 | |
| 2022-03-31 | $660,318 | 5,010 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $729,363 | 4,635 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $545,171 | 4,235 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $603,064 | 4,235 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $562,456 | 4,210 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $293,851 | 3,405 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $261,877 | 4,405 | Shares | Sole | 2020-11-09 | |
| 2020-03-31 | $224,747 | 4,905 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||