Position in AMAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$144,600,000
+$76,242,000 QoQ
Shares Held
200,000
0.0% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
9.53%
of 13F equity value
Holder Rank
#263
of 3,488 holders
Holding Since
Mar 2026
2 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, 2026Styrax Capital, LP holds $158,089,500 across 2 Semiconductor Equipment & Materials names. AMAT ranks #1 (91.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
200,000 | $144,600,000 | |
| 2 | ENTG |
Entegris Inc
|
75,000 | $13,489,500 |
All Filings in AMAT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $144,600,000 | 200,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $68,358,000 | 200,000 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||