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Balefire, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1750924 DALLAS, TX

Position in AMAT

as of Jun 30, 2026 · filed Jul 7, 2026
Position Value
$1,146,678
+$668,172 QoQ
Shares Held
1,586
+13.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#2,063
of 3,488 holders
Holding Since
Sep 2023
6 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Balefire, LLC holds $5,811,120 across 6 Semiconductor Equipment & Materials names. AMAT ranks #3 (19.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 AMAT
Applied Materials Inc /De
This page
1,586 $1,146,678

All Filings in AMAT

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,146,678 1,586
2026-03-31 $478,506 1,400
2025-12-31 $321,237 1,250
2025-09-30 $234,836 1,147
2025-06-30 $213,276 1,165
2023-09-30 $15,921 115