JACKSON SQUARE CAPITAL, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1812178 SAN FRANCISCO, CA

Position in AMAT

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$12,191,949

+$10,032,178 QoQ

Shares Held

16,863

+166.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.76%

of 13F equity value

Holder Rank

#847

of 3,488 holders

Holding Since

Mar 2020

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

JACKSON SQUARE CAPITAL, LLC holds $60,077,552 across 5 Semiconductor Equipment & Materials names. AMAT ranks #3 (20.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	68,560	$20,685,237
2	LRCX	Lam Research Corp	41,406	$17,942,461
3	AMAT	Applied Materials Inc /De This page	16,863	$12,191,949
4	ASML	Asml Holding NV	2,565	$5,102,913
5	AMKR	Amkor Technology, Inc.	48,185	$4,154,992

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,191,949	16,863	+166.9%	Shares	Sole	2026-07-21
2026-03-31	$2,159,771	6,319	+1349.3%	Shares	Sole	2026-04-13
2020-09-30	$25,920	436	0.0%	Shares	Sole	2020-11-17
2020-06-30	$26,356	436	-37.2%	Shares	Sole	2020-08-18
2020-03-31	$31,799	694	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.