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Oak Thistle LLC

Position in AMAT — Applied Materials Inc /De

CIK 1755987 NEW YORK, NY

Position in AMAT

as of Jun 30, 2026 · filed Jul 21, 2026
Position Value
$3,064,074
-$6,542,617 QoQ
Shares Held
4,238
-84.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,455
of 3,488 holders
Holding Since
Mar 2022
10 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

Oak Thistle LLC holds $12,488,162 across 4 Semiconductor Equipment & Materials names. AMAT ranks #2 (24.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 AMAT
Applied Materials Inc /De
This page
4,238 $3,064,074

All Filings in AMAT

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10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,064,074 4,238
2026-03-31 $9,606,691 28,107
2025-12-31 $4,028,832 15,677
2025-06-30 $709,579 3,876
2024-12-31 $1,583,040 9,734
2024-03-31 $543,003 2,633
2023-09-30 $405,243 2,927
2023-03-31 $902,063 7,344
2022-12-31 $263,899 2,710
2022-03-31 $1,004,052 7,618