OCCUDO QUANTITATIVE STRATEGIES LP

Position in AMAT — Applied Materials Inc /De

CIK 1819697 FORT LAUDERDALE, FL

Position in AMAT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$12,745,007

-$1,523,077 QoQ

Shares Held

37,289

-32.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

8 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

OCCUDO QUANTITATIVE STRATEGIES LP holds $49,174,105 across 9 Semiconductor Equipment & Materials names. AMAT ranks #2 (25.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	Q	Qnity Electronics, Inc.	124,519	$14,367,002
2	AMAT	Applied Materials Inc /De This page	37,289	$12,745,007
3	TER	Teradyne, Inc	25,906	$7,680,092
4	AMKR	Amkor Technology, Inc.	111,045	$5,000,356
5	LRCX	Lam Research Corp	20,559	$4,392,635
6	IPGP	Ipg Photonics Corp	26,636	$3,052,219
7	AMBA	Ambarella Inc	25,210	$1,297,810
8	INTT	Intest Corp	29,844	$407,370

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$12,745,007	37,289	-32.8%	Shares	Sole	2026-05-15
2025-12-31	$14,268,084	55,520	+2.5%	Shares	Sole	2026-02-17
2025-03-31	$7,861,295	54,171	+54.8%	Shares	Sole	2025-05-15
2024-12-31	$5,690,423	34,990	+618.9%	Shares	Sole	2025-02-14
2024-03-31	$1,003,721	4,867	-81.0%	Shares	Sole	2024-05-15
2022-09-30	$2,093,557	25,553	-63.9%	Shares	Sole	2022-11-14
2022-06-30	$6,432,104	70,698	+383.7%	Shares	Sole	2022-08-15
2022-03-31	$1,926,520	14,617	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.