Position in AMAT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,697,963
+$3,050,458 QoQ
Shares Held
7,881
+1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,152
of 3,488 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Pallas Capital Advisors LLC holds $21,474,723 across 15 Semiconductor Equipment & Materials names. AMAT ranks #1 (26.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
7,881 | $5,697,963 | |
| 2 | LRCX |
Lam Research Corp
|
7,916 | $3,430,240 | |
| 3 | TER |
Teradyne, Inc
|
6,500 | $3,144,960 | |
| 4 | KLAC |
Kla Corp
|
5,964 | $1,799,398 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
15,398 | $1,327,769 | |
| 6 | ACMR |
ACM Research, Inc.
|
9,153 | $1,161,424 | |
| 7 | FORM |
Formfactor Inc
|
5,838 | $933,671 | |
| 8 | KLIC |
Kulicke & Soffa Industries Inc
|
6,916 | $925,084 |
All Filings in AMAT
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,697,963 | 7,881 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,647,505 | 7,746 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,008,633 | 7,816 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,611,713 | 7,872 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,507,764 | 8,236 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,078,241 | 7,430 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,655,097 | 16,326 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $12,186,241 | 60,313 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $14,373,678 | 60,908 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $12,171,282 | 59,018 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $9,200,713 | 56,770 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $7,558,262 | 54,592 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $7,813,109 | 54,055 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $8,934,654 | 72,740 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $6,846,495 | 70,307 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $5,707,735 | 69,666 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $6,176,905 | 67,893 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $7,876,763 | 59,763 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $8,952,525 | 56,892 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $6,835,691 | 53,101 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,499,848 | 45,645 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $5,694,165 | 42,621 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||