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Karani Asset Management LLC

Position in AMAT — Applied Materials Inc /De

CIK 1792430 New York, NY

Position in AMAT

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$5,387,073
+$2,166,728 QoQ
Shares Held
7,451
-20.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.94%
of 13F equity value
Holder Rank
#1,174
of 3,488 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority Sole 41% Shared 0% None 59%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Karani Asset Management LLC holds $18,105,027 across 4 Semiconductor Equipment & Materials names. AMAT ranks #2 (29.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 AMAT
Applied Materials Inc /De
This page
7,451 $5,387,073

All Filings in AMAT

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,387,073 7,451
2026-03-31 $3,220,345 9,422
2025-12-31 $3,965,355 15,430
2025-09-30 $3,316,992 16,201
2025-06-30 $1,915,095 10,461
2025-03-31 $407,787 2,810
2024-12-31 $621,897 3,824