DGS Capital Management, LLC
Position in AMAT — Applied Materials Inc /De
CIK 1900110
JERSEY CITY, NJ
Position in AMAT
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$3,362,188
+$979,120 QoQ
Shares Held
9,837
+6.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026DGS Capital Management, LLC holds $12,753,348 across 8 Semiconductor Equipment & Materials names. AMAT ranks #2 (26.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
18,283 | $3,906,345 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
9,837 | $3,362,188 | |
| 3 | ASML |
Asml Holding NV
|
1,783 | $2,355,039 | |
| 4 | KLAC |
Kla Corp
|
11,880 | $1,749,223 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
13,263 | $597,232 | |
| 6 | PLAB |
Photronics Inc
|
6,987 | $282,344 | |
| 7 | TER |
Teradyne, Inc
|
859 | $254,659 | |
| 8 | KLIC |
Kulicke & Soffa Industries Inc
|
3,748 | $246,318 |
All Filings in AMAT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,362,188 | 9,837 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,383,068 | 9,273 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $1,971,441 | 9,629 | Shares | Sole | 2026-02-24 | |
| 2025-06-30 | $1,628,407 | 8,895 | Shares | Sole | 2026-02-24 | |
| 2025-03-31 | $1,218,572 | 8,397 | Shares | Sole | 2026-02-24 | |
| 2024-12-31 | $1,213,545 | 7,462 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,549,925 | 7,671 | Shares | Sole | 2024-12-10 | |
| 2024-06-30 | $1,732,874 | 7,343 | Shares | Sole | 2024-12-10 | |
| 2024-03-31 | $1,464,439 | 7,101 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $894,788 | 5,521 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $787,918 | 5,691 | Shares | Sole | 2024-01-30 | |
| 2023-06-30 | $723,711 | 5,007 | Shares | Sole | 2024-01-30 | |
| 2023-03-31 | $602,481 | 4,905 | Shares | Sole | 2023-06-16 | |
| 2022-12-31 | $446,195 | 4,582 | Shares | Sole | 2023-02-21 | |
| 2022-09-30 | $399,162 | 4,872 | Shares | Sole | 2023-02-21 | |
| 2022-06-30 | $439,979 | 4,836 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $445,879 | 3,383 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $393,400 | 2,500 | Shares | Sole | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||