Position in AMAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,295,434
+$1,914,261 QoQ
Shares Held
4,558
+12.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,413
of 3,488 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Inscription Capital, LLC holds $17,424,950 across 8 Semiconductor Equipment & Materials names. AMAT ranks #3 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
10,969 | $4,753,196 | |
| 2 | KLAC |
Kla Corp
|
12,658 | $3,819,045 | |
| 3 | AMAT |
Applied Materials Inc /De
This page
|
4,558 | $3,295,434 | |
| 4 | ASML |
Asml Holding NV
|
1,127 | $2,242,098 | |
| 5 | TER |
Teradyne, Inc
|
4,554 | $2,203,407 | |
| 6 | ENTG |
Entegris Inc
|
3,093 | $556,306 | |
| 7 | Q |
Qnity Electronics, Inc.
|
2,175 | $355,199 | |
| 8 | IPGP |
Ipg Photonics Corp
|
1,707 | $200,265 |
All Filings in AMAT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,295,434 | 4,558 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,381,173 | 4,041 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,002,774 | 3,902 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $886,728 | 4,331 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $768,161 | 4,196 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $355,398 | 2,449 | Shares | Sole | 2025-04-17 | |
| 2024-09-30 | $596,249 | 2,951 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $690,270 | 2,925 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $505,057 | 2,449 | Shares | Sole | 2024-07-17 | |
| 2023-12-31 | $396,747 | 2,448 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||