Skip to main content
Equibles

Calydon Capital

Position in AMAT — Applied Materials Inc /De

CIK 1759271 MEMPHIS, TN
Back to AMAT Full portfolio

Position in AMAT

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$649,977
+$342,708 QoQ
Shares Held
899
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,463
of 3,513 holders
Holding Since
Dec 2021
5 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

Calydon Capital holds $2,582,486 across 4 Semiconductor Equipment & Materials names. AMAT ranks #2 (25.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LRCX
Lam Research Corp
 2,400 $1,039,992
2 AMAT
Applied Materials Inc /De
This page 		899 $649,977
3 KLAC
Kla Corp
 1,970 $594,368
4 ATEYY
Advantest Corp
 1,433 $298,149

All Filings in AMAT

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $649,977 899
2026-03-31 $307,269 899
2025-12-31 $228,207 888
2025-06-30 $292,179 1,596
2021-12-31 $219,359 1,394