FOURPATH CAPITAL MANAGEMENT, LLC
Position in AMAT — Applied Materials Inc /De
CIK 1894484
OKLAHOMA CITY, OK
Position in AMAT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$6,611,112
+$3,479,291 QoQ
Shares Held
9,144
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#1,096
of 3,488 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026FOURPATH CAPITAL MANAGEMENT, LLC holds $13,021,730 across 3 Semiconductor Equipment & Materials names. AMAT ranks #1 (50.8% of the industry book) .
All Filings in AMAT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,611,112 | 9,144 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $3,131,821 | 9,163 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,367,905 | 9,214 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,912,885 | 9,343 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,718,661 | 9,388 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,388,217 | 9,566 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,543,846 | 9,493 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,679,843 | 8,314 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||