Alaethes Wealth, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1859677 GLENBROOK, NV

Position in AMAT

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

Position Value

$10,231,173

+$5,320,677 QoQ

Shares Held

14,151

-1.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

3.61%

of 13F equity value

Holder Rank

#903

of 3,488 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Alaethes Wealth, LLC holds $22,434,308 across 4 Semiconductor Equipment & Materials names. AMAT ranks #1 (45.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	14,151	$10,231,173
2	ASML	Asml Holding NV	3,999	$7,955,770
3	KLAC	Kla Corp	12,380	$3,735,169
4	LRCX	Lam Research Corp	1,182	$512,196

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,231,173	14,151	-1.5%	Shares	Sole	2026-08-14
2026-03-31	$4,910,496	14,367	-0.1%	Shares	Sole	2026-05-12
2025-12-31	$3,695,002	14,378	-1.1%	Shares	Sole	2026-02-12
2025-09-30	$2,977,943	14,545	+0.5%	Shares	Sole	2025-11-13
2025-06-30	$2,649,389	14,472	+5.1%	Shares	Sole	2025-08-15
2025-03-31	$1,999,173	13,776	+5.2%	Shares	Sole	2025-05-19
2024-12-31	$2,130,290	13,099	+2.7%	Shares	Sole	2025-02-14
2024-09-30	$2,577,955	12,759	+5.3%	Shares	Sole	2024-11-14
2024-06-30	$2,858,546	12,113	+0.1%	Shares	Sole	2024-08-13
2024-03-31	$2,494,764	12,097	-0.9%	Shares	Sole	2024-05-15
2023-12-31	$1,979,036	12,211	-0.4%	Shares	Sole	2024-02-12
2023-09-30	$1,696,843	12,256	-3.7%	Shares	Sole	2023-11-13
2023-06-30	$1,838,693	12,721	+0.9%	Shares	Sole	2023-08-14
2023-03-31	$1,549,131	12,612	+7.2%	Shares	Sole	2023-05-16
2022-12-31	$1,145,383	11,762	+7.3%	Shares	Sole	2023-02-13
2022-09-30	$898,116	10,962	+7.7%	Shares	Sole	2022-11-14
2022-06-30	$926,085	10,179	+14.4%	Shares	Sole	2022-08-16
2022-03-31	$1,172,756	8,898	+10.4%	Shares	Sole	2022-05-16
2021-12-31	$1,268,478	8,061	+28.0%	Shares	Sole	2022-02-15
2021-09-30	$810,612	6,297	—	Shares	Sole	2021-11-16
No filing history on record for this holder in this stock.