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SELDON CAPITAL LP

Position in AMAT — Applied Materials Inc /De

CIK 1867731 SAN FRANCISCO, CA

Position in AMAT

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$813,375
+$428,862 QoQ
Shares Held
1,125
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#2,269
of 3,488 holders
Holding Since
Dec 2021
13 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

SELDON CAPITAL LP holds $22,700,229 across 5 Semiconductor Equipment & Materials names. AMAT ranks #3 (3.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 AMAT
Applied Materials Inc /De
This page
1,125 $813,375

All Filings in AMAT

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13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $813,375 1,125
2026-03-31 $384,513 1,125
2025-12-31 $289,113 1,125
2025-09-30 $230,332 1,125
2025-06-30 $205,953 1,125
2024-09-30 $227,306 1,125
2024-06-30 $265,488 1,125
2024-03-31 $232,008 1,125
2022-12-31 $109,552 1,125
2022-09-30 $92,171 1,125
2022-06-30 $102,352 1,125
2022-03-31 $148,275 1,125
2021-12-31 $177,030 1,125