Ninepoint Partners LP

Position in AMAT — Applied Materials Inc /De

CIK 1715635 TORONTO, A6

Position in AMAT

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$576,231

+$95,405 QoQ

Shares Held

797

-77.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,524

of 3,488 holders

Holding Since

Mar 2021

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Ninepoint Partners LP holds $4,050,758 across 4 Semiconductor Equipment & Materials names. AMAT ranks #3 (14.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	4,728	$2,048,784
2	AEHR	Aehr Test Systems	9,996	$960,215
3	AMAT	Applied Materials Inc /De This page	797	$576,231
4	ASML	Asml Holding NV	234	$465,528

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$576,231	797	-77.9%	Shares	Sole	2026-08-11
2021-03-31	$480,826	3,599	—	Shares	Sole	2021-05-07
No filing history on record for this holder in this stock.