Westwind Capital

Position in AMAT — Applied Materials Inc /De

CIK 1729269 LAS CRUCES, NM

Position in AMAT

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,861,002

+$1,770,428 QoQ

Shares Held

2,574

+871.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#1,735

of 3,488 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Westwind Capital holds $8,285,599 across 4 Semiconductor Equipment & Materials names. AMAT ranks #4 (22.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	5,637	$2,442,681
2	TER	Teradyne, Inc	4,325	$2,092,608
3	KLAC	Kla Corp	6,262	$1,889,308
4	AMAT	Applied Materials Inc /De This page	2,574	$1,861,002

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,861,002	2,574	+871.3%	Shares	Sole	2026-07-15
2026-03-31	$90,574	265	—	Shares	Sole	2026-04-14
No filing history on record for this holder in this stock.