Ardmore Road Asset Management LP

Position in AMAT — Applied Materials Inc /De

CIK 1835730 WESTPORT, CT

Position in AMAT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$10,338,900

-$22,131,150 QoQ

Shares Held

14,300

-84.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#898

of 3,488 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Ardmore Road Asset Management LP holds $94,020,535 across 5 Semiconductor Equipment & Materials names. AMAT ranks #3 (11.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	97,000	$42,033,010
2	ASML	Asml Holding NV	16,100	$32,029,982
3	AMAT	Applied Materials Inc /De This page	14,300	$10,338,900
4	AMKR	Amkor Technology, Inc.	100,000	$8,623,000
5	KLAC	Kla Corp	3,300	$995,643

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,338,900	14,300	-84.9%	Shares	Sole	2026-08-14
2026-03-31	$32,470,050	95,000	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.