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Equibles

Y.D. More Investments Ltd

Position in AMAT — Applied Materials Inc /De

CIK 1870364 Ramat Gan, L3
Back to AMAT Full portfolio

Position in AMAT

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$1,850,880
+$975,898 QoQ
Shares Held
2,560
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,746
of 3,502 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority Sole 98% Shared 0% None 2%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Y.D. More Investments Ltd holds $397,511,780 across 6 Semiconductor Equipment & Materials names. AMAT ranks #5 (0.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NVMI
Nova Ltd.
 409,690 $222,437,086
2 CAMT
Camtek Ltd
 796,737 $129,963,738
3 KLAC
Kla Corp
 117,724 $35,518,508
4 ASML
Asml Holding NV
 3,259 $6,483,584
5 AMAT
Applied Materials Inc /De
This page 		2,560 $1,850,880
6 TER
Teradyne, Inc
 2,600 $1,257,984

All Filings in AMAT

Export CSV
15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,850,880 2,560
2026-03-31 $874,982 2,560
2025-12-31 $15,419 60
2025-09-30 $55,893 273
2025-06-30 $10,984 60
2025-03-31 $8,707 60
2024-12-31 $9,757 60
2024-09-30 $12,123 60
2024-06-30 $14,159 60
2024-03-31 $12,373 60
2023-12-31 $9,724 60
2023-09-30 $8,307 60
2023-06-30 $8,672 60
2023-03-31 $12,283 100
2022-12-31 $493,424 5,067