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Equibles

Truvestments Capital LLC

Position in AMAT — Applied Materials Inc /De

CIK 1750405 SARASOTA, FL
Back to AMAT Full portfolio

Position in AMAT

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$10,254,309
+$5,461,388 QoQ
Shares Held
14,183
+1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.58%
of 13F equity value
Holder Rank
#906
of 3,506 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, 2026

Truvestments Capital LLC holds $24,547,057 across 17 Semiconductor Equipment & Materials names. AMAT ranks #1 (41.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMAT
Applied Materials Inc /De
This page 		14,183 $10,254,309
2 LRCX
Lam Research Corp
 9,254 $4,010,035
3 KLAC
Kla Corp
 13,207 $3,984,683
4 NVMI
Nova Ltd.
 4,518 $2,453,002
5 AMKR
Amkor Technology, Inc.
 10,256 $884,374
6 CAMT
Camtek Ltd
 4,746 $774,167
7 TER
Teradyne, Inc
 1,319 $638,184
8 UCTT
Ultra Clean Holdings, Inc.
 2,768 $394,689

All Filings in AMAT

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $10,254,309 14,183
2026-03-31 $4,792,921 14,023
2025-12-31 $3,597,603 13,999
2025-09-30 $3,105,496 15,168
2025-06-30 $2,989,166 16,328
2025-03-31 $2,539,454 17,499
2024-12-31 $3,004,101 18,472
2024-09-30 $3,909,465 19,349
2024-06-30 $1,370,629 5,808
2024-03-31 $1,193,246 5,786
2023-12-31 $879,229 5,425
2023-09-30 $777,258 5,614
2023-06-30 $806,822 5,582
2023-03-31 $672,002 5,471
2022-12-31 $546,691 5,614
2022-09-30 $518,043 6,323
2022-06-30 $574,993 6,320
2022-03-31 $812,151 6,162
2021-12-31 $930,784 5,915
2021-09-30 $739,296 5,743
2021-06-30 $812,819 5,708
2021-03-31 $759,783 5,687
2020-12-31 $410,960 4,762
2020-09-30 $251,235 4,226
2020-06-30 $115,882 1,917
2020-03-31 $12,325 269