Position in AMAT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$48,378,099
+$26,010,678 QoQ
Shares Held
66,913
+2.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.60%
of 13F equity value
Holder Rank
#467
of 3,488 holders
Holding Since
Mar 2021
22 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, 2026MGO ONE SEVEN LLC holds $88,677,395 across 7 Semiconductor Equipment & Materials names. AMAT ranks #1 (54.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
66,913 | $48,378,099 | |
| 2 | LRCX |
Lam Research Corp
|
47,300 | $20,496,509 | |
| 3 | KLAC |
Kla Corp
|
36,028 | $10,870,007 | |
| 4 | ASML |
Asml Holding NV
|
2,257 | $4,490,165 | |
| 5 | TER |
Teradyne, Inc
|
4,634 | $2,242,114 | |
| 6 | Q |
Qnity Electronics, Inc.
|
11,719 | $1,913,829 | |
| 7 | NVMI |
Nova Ltd.
|
528 | $286,672 |
All Filings in AMAT
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,378,099 | 66,913 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $22,367,421 | 65,442 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $16,328,373 | 63,537 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $7,699,861 | 37,608 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $5,252,827 | 28,693 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,360,979 | 23,160 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,869,455 | 23,793 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,097,628 | 15,331 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,218,195 | 13,637 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,554,983 | 12,389 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,747,600 | 10,783 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,285,508 | 9,285 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,370,383 | 9,481 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,419,791 | 11,559 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $763,167 | 7,837 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $943,751 | 11,519 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,216,766 | 13,374 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,256,054 | 9,530 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,991,548 | 12,656 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $721,274 | 5,603 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,393,668 | 9,787 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $998,927 | 7,477 | Shares | Sole | 2021-04-29 | |
| No filing history on record for this holder in this stock. | ||||||