KG Capital Management

Position in AMAT — Applied Materials Inc /De

CIK 1771687 ST. FRANCISVILLE, LA

Position in AMAT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$924,717

+$522,772 QoQ

Shares Held

1,279

+8.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.77%

of 13F equity value

Holder Rank

#2,181

of 3,488 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

KG Capital Management holds $5,448,731 across 5 Semiconductor Equipment & Materials names. AMAT ranks #3 (17.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	5,599	$1,689,274
2	LRCX	Lam Research Corp	3,713	$1,608,954
3	AMAT	Applied Materials Inc /De This page	1,279	$924,717
4	ASML	Asml Holding NV	383	$761,955
5	AMKR	Amkor Technology, Inc.	5,379	$463,831

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$924,717	1,279	+8.8%	Shares	Sole	2026-08-07
2026-03-31	$401,945	1,176	-61.2%	Shares	Sole	2026-04-23
2025-12-31	$778,679	3,030	-72.0%	Shares	Sole	2026-01-23
2025-09-30	$2,218,767	10,837	+1.9%	Shares	Sole	2025-10-22
2025-06-30	$1,946,217	10,631	-33.6%	Shares	Sole	2025-07-17
2025-03-31	$2,323,951	16,014	+5.3%	Shares	Sole	2025-04-23
2024-12-31	$2,472,951	15,206	+42.7%	Shares	Sole	2025-01-24
2024-09-30	$2,152,842	10,655	+235.9%	Shares	Sole	2024-10-29
2024-06-30	$748,560	3,172	+15.1%	Shares	Sole	2024-07-23
2024-03-31	$568,369	2,756	-9.0%	Shares	Sole	2024-04-25
2023-12-31	$490,585	3,027	+89.1%	Shares	Sole	2024-01-24
2023-09-30	$221,658	1,601	-42.9%	Shares	Sole	2023-10-19
2023-06-30	$405,001	2,802	+42.7%	Shares	Sole	2023-07-20
2023-03-31	$241,115	1,963	-54.5%	Shares	Sole	2023-04-20
2022-12-31	$419,707	4,310	+49.1%	Shares	Sole	2023-01-19
2022-09-30	$236,859	2,891	—	Shares	Sole	2022-10-24
No filing history on record for this holder in this stock.