Eagle Bay Advisors LLC

Position in AMAT — Applied Materials Inc /De

CIK 1862864 NEW YORK, NY

Position in AMAT

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$347,763

+$260,594 QoQ

Shares Held

481

-10.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#2,877

of 3,488 holders

Holding Since

Jun 2021

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Eagle Bay Advisors LLC holds $2,151,683 across 5 Semiconductor Equipment & Materials names. AMAT ranks #2 (16.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ACLS	Axcelis Technologies Inc	4,975	$942,513
2	AMAT	Applied Materials Inc /De This page	481	$347,763
3	ENTG	Entegris Inc	1,742	$313,316
4	LRCX	Lam Research Corp	668	$289,464
5	ASML	Asml Holding NV	130	$258,627

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$347,763	481	-10.3%	Shares	Sole	2026-08-03
2024-12-31	$87,169	536	-35.0%	Shares	Sole	2025-01-13
2024-09-30	$166,489	824	-2.9%	Shares	Sole	2024-10-22
2024-06-30	$200,355	849	-32.7%	Shares	Sole	2024-07-26
2024-03-31	$260,056	1,261	-23.1%	Shares	Sole	2024-05-08
2023-12-31	$265,632	1,639	-26.3%	Shares	Sole	2024-02-08
2023-09-30	$307,773	2,223	+35.5%	Shares	Sole	2023-11-13
2023-06-30	$237,190	1,641	-6.4%	Shares	Sole	2023-08-10
2023-03-31	$215,320	1,753	-23.8%	Shares	Sole	2023-04-26
2022-12-31	$223,973	2,300	-14.1%	Shares	Sole	2023-01-26
2022-09-30	$219,490	2,679	-11.3%	Shares	Sole	2022-11-23
2022-06-30	$274,668	3,019	+21.6%	Shares	Sole	2022-08-19
2022-03-31	$327,127	2,482	-15.2%	Shares	Sole	2022-05-11
2021-12-31	$460,592	2,927	-41.4%	Shares	Sole	2022-01-21
2021-09-30	$643,390	4,998	+86.6%	Shares	Sole	2021-11-12
2021-06-30	$381,346	2,678	—	Shares	Sole	2021-07-30
No filing history on record for this holder in this stock.