Position in AMAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,470,036
+$1,858,870 QoQ
Shares Held
10,332
-37.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
5.93%
of 13F equity value
Holder Rank
#1,048
of 3,488 holders
Holding Since
Dec 2025
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, 2026Tenere Capital LLC holds $10,366,660 across 2 Semiconductor Equipment & Materials names. AMAT ranks #1 (72.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
10,332 | $7,470,036 | |
| 2 | ASML |
Asml Holding NV
|
1,456 | $2,896,624 |
All Filings in AMAT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,470,036 | 10,332 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,611,166 | 16,417 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,720,701 | 14,478 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||