London & Capital Asset Management Ltd
Position in AMAT — Applied Materials Inc /De
CIK 1767559
London, X0
Position in AMAT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,024,491
+$675,524 QoQ
Shares Held
1,417
+38.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,138
of 3,488 holders
Holding Since
Dec 2025
3 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, 2026London & Capital Asset Management Ltd holds $3,455,586 across 2 Semiconductor Equipment & Materials names. AMAT ranks #2 (29.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
1,222 | $2,431,095 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
1,417 | $1,024,491 |
All Filings in AMAT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,024,491 | 1,417 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $348,967 | 1,021 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $314,298 | 1,223 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||