Position in AMAT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$22,918,377
+$16,650,291 QoQ
Shares Held
31,699
+72.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#642
of 3,488 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 62%
Shared 38%
None 0%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Silvant Capital Management LLC holds $145,953,745 across 7 Semiconductor Equipment & Materials names. AMAT ranks #3 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TER |
Teradyne, Inc
|
118,047 | $57,115,859 | |
| 2 | ASML |
Asml Holding NV
|
24,166 | $48,076,802 | |
| 3 | AMAT |
Applied Materials Inc /De
This page
|
31,699 | $22,918,377 | |
| 4 | KLAC |
Kla Corp
|
18,795 | $5,670,638 | |
| 5 | Q |
Qnity Electronics, Inc.
|
32,608 | $5,325,212 | |
| 6 | LRCX |
Lam Research Corp
|
9,936 | $4,305,566 | |
| 7 | ONTO |
Onto Innovation Inc.
|
6,715 | $2,541,291 |
All Filings in AMAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,918,377 | 31,699 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $6,268,086 | 18,339 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $4,263,206 | 16,589 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,891,237 | 23,890 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $25,495,243 | 139,265 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $24,970,362 | 172,067 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $29,215,015 | 179,641 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $36,351,219 | 179,912 | Shares | Other | 2024-10-29 | |
| 2024-06-30 | $42,890,002 | 181,745 | Shares | Other | 2024-07-25 | |
| 2024-03-31 | $34,494,442 | 167,262 | Shares | Other | 2024-04-30 | |
| 2023-12-31 | $26,395,043 | 162,862 | Shares | Other | 2024-01-25 | |
| 2023-09-30 | $23,166,422 | 167,327 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $24,423,212 | 168,972 | Shares | Other | 2023-07-25 | |
| 2023-03-31 | $20,170,773 | 164,217 | Shares | Other | 2023-04-26 | |
| 2022-12-31 | $16,260,414 | 166,979 | Shares | Other | 2023-01-23 | |
| 2022-09-30 | $13,961,199 | 170,404 | Shares | Other | 2022-11-09 | |
| 2022-06-30 | $3,707,616 | 40,752 | Shares | Other | 2022-08-03 | |
| 2022-03-31 | $5,374,803 | 40,780 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $5,460,076 | 34,698 | Shares | Other | 2022-02-07 | |
| 2021-09-30 | $4,659,510 | 36,196 | Shares | Other | 2021-11-08 | |
| 2021-06-30 | $6,132,455 | 43,065 | Shares | Other | 2021-08-03 | |
| 2021-03-31 | $5,773,656 | 43,216 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $4,521,170 | 52,389 | Shares | Other | 2021-02-05 | |
| 2020-09-30 | $3,170,467 | 53,330 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $4,071,065 | 67,346 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $3,253,173 | 70,999 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||