Position in AMAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$137,370,000
New position
Shares Held
190,000
first reported quarter
Ownership
0.024%
of shares outstanding
% of Portfolio
5.30%
of 13F equity value
Holder Rank
#271
of 3,488 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Cartenna Capital, LP holds $286,868,850 across 2 Semiconductor Equipment & Materials names. AMAT ranks #2 (47.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
345,000 | $149,498,850 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
190,000 | $137,370,000 |
All Filings in AMAT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $137,370,000 | 190,000 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||