THAMES CAPITAL MANAGEMENT LLC

Position in AMAT — Applied Materials Inc /De

CIK 1714267 Roseland, NJ

Position in AMAT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$20,343,774

+$17,232,050 QoQ

Shares Held

28,138

-45.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.71%

of 13F equity value

Holder Rank

#680

of 3,488 holders

Holding Since

Mar 2020

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

THAMES CAPITAL MANAGEMENT LLC holds $73,901,835 across 4 Semiconductor Equipment & Materials names. AMAT ranks #2 (27.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	94,720	$28,577,971
2	AMAT	Applied Materials Inc /De This page	28,138	$20,343,774
3	AMKR	Amkor Technology, Inc.	177,301	$15,288,665
4	LRCX	Lam Research Corp	22,365	$9,691,425

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,343,774	28,138	-45.3%	Shares	Sole	2026-08-12
2020-06-30	$3,111,724	51,476	+278.8%	Shares	Sole	2020-08-12
2020-03-31	$622,739	13,591	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.