Position in AMAT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$24,367,269
+$10,890,490 QoQ
Shares Held
33,703
-14.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.31%
of 13F equity value
Holder Rank
#623
of 3,488 holders
Holding Since
Sep 2024
8 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, 2026Ironvine Capital Partners, LLC holds $43,109,546 across 3 Semiconductor Equipment & Materials names. AMAT ranks #1 (56.5% of the industry book) .
All Filings in AMAT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,367,269 | 33,703 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $13,476,779 | 39,430 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,929,218 | 46,419 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,590,840 | 46,844 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,608,683 | 47,024 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,573,355 | 45,296 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,180,416 | 31,854 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $794,460 | 3,932 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||