Position in AMAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,519,200
-$767,442 QoQ
Shares Held
10,400
-67.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#1,046
of 3,488 holders
Holding Since
Jun 2022
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Hel Ved Capital Management Ltd holds $69,568,688 across 6 Semiconductor Equipment & Materials names. AMAT ranks #4 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TER |
Teradyne, Inc
|
62,320 | $30,152,908 | |
| 2 | ASML |
Asml Holding NV
|
7,155 | $14,234,442 | |
| 3 | LRCX |
Lam Research Corp
|
25,324 | $10,973,648 | |
| 4 | AMAT |
Applied Materials Inc /De
This page
|
10,400 | $7,519,200 | |
| 5 | KLAC |
Kla Corp
|
12,720 | $3,837,751 | |
| 6 | Q |
Qnity Electronics, Inc.
|
17,456 | $2,850,739 |
All Filings in AMAT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,519,200 | 10,400 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $8,286,642 | 32,245 | Shares | Sole | 2026-02-13 | |
| 2022-06-30 | $4,368,859 | 48,020 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||