Position in AMAT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$66,147,270
New position
Shares Held
91,490
first reported quarter
Ownership
0.012%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#400
of 3,488 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Clear Street Group Inc. holds $518,639,086 across 13 Semiconductor Equipment & Materials names. AMAT ranks #5 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
394,705 | $171,037,517 | |
| 2 | AXTI |
Axt Inc
|
1,308,921 | $94,347,025 | |
| 3 | KLAC |
Kla Corp
|
255,884 | $77,202,761 | |
| 4 | ASML |
Asml Holding NV
|
34,180 | $67,999,055 | |
| 5 | AMAT |
Applied Materials Inc /De
This page
|
91,490 | $66,147,270 | |
| 6 | TER |
Teradyne, Inc
|
39,598 | $19,159,096 | |
| 7 | IPGP |
Ipg Photonics Corp
|
102,540 | $12,029,992 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
68,264 | $5,886,404 |
All Filings in AMAT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,147,270 | 91,490 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||