Insight Inv LLC

Position in AMAT — Applied Materials Inc /De

CIK 1909322 EL SEGUNDO, CA

Position in AMAT

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$10,019,334

+$5,144,384 QoQ

Shares Held

13,858

-2.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

5.74%

of 13F equity value

Holder Rank

#916

of 3,488 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Insight Inv LLC holds $10,254,087 across 2 Semiconductor Equipment & Materials names. AMAT ranks #1 (97.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AMAT	Applied Materials Inc /De This page	13,858	$10,019,334
2	ASML	Asml Holding NV	118	$234,753

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,019,334	13,858	-2.8%	Shares	Sole	2026-07-24
2026-03-31	$4,874,950	14,263	-1.5%	Shares	Sole	2026-04-28
2025-12-31	$3,720,701	14,478	+0.0%	Shares	Sole	2026-02-06
2025-09-30	$2,963,816	14,476	+35.5%	Shares	Sole	2025-10-28
2025-06-30	$1,955,736	10,683	-2.6%	Shares	Sole	2025-07-24
2025-03-31	$1,590,950	10,963	+1.8%	Shares	Sole	2025-04-25
2024-12-31	$1,751,687	10,771	-4.2%	Shares	Sole	2025-01-21
2024-09-30	$2,272,860	11,249	-8.1%	Shares	Sole	2024-11-15
2024-06-30	$2,887,101	12,234	-1.0%	Shares	Sole	2024-08-07
2024-03-31	$2,547,765	12,354	-0.1%	Shares	Sole	2024-04-29
2023-12-31	$2,004,643	12,369	-0.1%	Shares	Sole	2024-01-22
2023-09-30	$1,713,872	12,379	-2.2%	Shares	Sole	2023-10-30
2023-06-30	$1,829,009	12,654	-0.8%	Shares	Sole	2023-08-09
2023-03-31	$1,566,573	12,754	-7.3%	Shares	Sole	2023-05-12
2022-12-31	$1,340,338	13,764	+3.7%	Shares	Sole	2023-02-14
2022-09-30	$1,087,948	13,279	-1.5%	Shares	Sole	2022-11-09
2022-06-30	$1,226,319	13,479	0.0%	Shares	Sole	2022-08-12
2022-03-31	$1,776,532	13,479	-2.1%	Shares	Sole	2022-05-10
2021-12-31	$2,165,903	13,764	—	Shares	Sole	2022-05-09
No filing history on record for this holder in this stock.