Position in AMAT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$3,526,071
+$1,857,453 QoQ
Shares Held
4,877
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.20%
of 13F equity value
Holder Rank
#1,372
of 3,488 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Intrinsic Value Partners, LLC holds $5,036,055 across 2 Semiconductor Equipment & Materials names. AMAT ranks #1 (70.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
4,877 | $3,526,071 | |
| 2 | ASML |
Asml Holding NV
|
759 | $1,509,984 |
All Filings in AMAT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,526,071 | 4,877 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,668,618 | 4,882 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,254,625 | 4,882 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,000,564 | 4,887 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $790,313 | 4,317 | Shares | Sole | 2025-07-21 | |
| No filing history on record for this holder in this stock. | ||||||