Versant Capital Management, Inc
Position in AMAT — Applied Materials Inc /De
CIK 1735057
PHOENIX, AZ
Position in AMAT
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$2,328,783
+$1,154,393 QoQ
Shares Held
3,221
-6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,613
of 3,497 holders
Holding Since
Mar 2020
26 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, 2026Versant Capital Management, Inc holds $14,423,532 across 21 Semiconductor Equipment & Materials names. AMAT ranks #4 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
1,818 | $3,616,801 | |
| 2 | LRCX |
Lam Research Corp
|
6,981 | $3,025,076 | |
| 3 | KLAC |
Kla Corp
|
8,371 | $2,525,614 | |
| 4 | AMAT |
Applied Materials Inc /De
This page
|
3,221 | $2,328,783 | |
| 5 | TER |
Teradyne, Inc
|
1,717 | $830,753 | |
| 6 | NVMI |
Nova Ltd.
|
723 | $392,545 | |
| 7 | Q |
Qnity Electronics, Inc.
|
1,887 | $308,165 | |
| 8 | FORM |
Formfactor Inc
|
1,424 | $227,740 |
All Filings in AMAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,328,783 | 3,221 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $1,174,390 | 3,436 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $618,317 | 2,406 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $487,895 | 2,383 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $398,360 | 2,176 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $134,961 | 930 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 | $77,086 | 474 | Shares | Sole | 2025-01-03 | |
| 2024-09-30 | $114,966 | 569 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $143,009 | 606 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $20,829 | 101 | Shares | Sole | 2024-04-03 | |
| 2023-12-31 | $16,369 | 101 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $13,568 | 98 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $14,164 | 98 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $7,615 | 62 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $5,745 | 59 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $4,833 | 59 | Shares | Sole | 2022-12-30 | |
| 2022-06-30 | $5,367 | 59 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $7,776 | 59 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $9,284 | 59 | Shares | Sole | 2022-01-06 | |
| 2021-09-30 | $7,595 | 59 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $8,401 | 59 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $15,497 | 116 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $10,010 | 116 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $6,896 | 116 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $7,012 | 116 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $5,315 | 116 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||