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Equibles

Analog Century Management LP

Position in AMAT — Applied Materials Inc /De

CIK 1753384 NEW YORK, NY
Back to AMAT Full portfolio

Position in AMAT

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$158,781,645
+$63,424,286 QoQ
Shares Held
219,615
-21.3% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
5.52%
of 13F equity value
Holder Rank
#251
of 3,502 holders
Holding Since
Dec 2020
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, 2026

Analog Century Management LP holds $284,965,200 across 2 Semiconductor Equipment & Materials names. AMAT ranks #1 (55.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMAT
Applied Materials Inc /De
This page 		219,615 $158,781,645
2 ONTO
Onto Innovation Inc.
 333,422 $126,183,555

All Filings in AMAT

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22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $158,781,645 219,615
2026-03-31 $95,357,359 278,994
2025-12-31 $103,937,549 404,442
2025-09-30 $64,509,069 315,078
2025-03-31 $47,364,410 326,381
2024-12-31 $59,327,911 364,803
2024-09-30 $63,149,717 312,545
2024-06-30 $58,787,940 249,112
2024-03-31 $40,813,535 197,903
2023-12-31 $29,087,027 179,472
2023-09-30 $27,911,658 201,601
2023-06-30 $25,434,703 175,970
2023-03-31 $23,488,780 191,230
2022-12-31 $13,417,016 137,780
2022-09-30 $7,041,719 85,948
2022-06-30 $13,196,467 145,048
2022-03-31 $21,292,026 161,548
2021-12-31 $25,625,761 162,848
2021-09-30 $21,156,518 164,348
2021-06-30 $20,647,715 144,998
2021-03-31 $21,803,252 163,198
2020-12-31 $9,820,767 113,798