ABS Direct Equity Fund LLC

Position in AMAT — Applied Materials Inc /De

CIK 1729347 Stamford, CT

Position in AMAT

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

Position Value

$1,045,458

+$806,205 QoQ

Shares Held

1,446

+106.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.92%

of 13F equity value

Holder Rank

#2,128

of 3,488 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

ABS Direct Equity Fund LLC holds $1,889,512 across 3 Semiconductor Equipment & Materials names. AMAT ranks #1 (55.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	1,446	$1,045,458
2	TER	Teradyne, Inc	968	$468,357
3	LRCX	Lam Research Corp	867	$375,697

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,045,458	1,446	+106.6%	Shares	Other	2026-08-13
2026-03-31	$239,253	700	—	Shares	Other	2026-05-15
No filing history on record for this holder in this stock.