Byrne Asset Management LLC

Position in AMAT — Applied Materials Inc /De

CIK 1911322 KINGSTON, NJ

Position in AMAT

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$4,155,804

+$1,911,611 QoQ

Shares Held

5,748

-12.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.99%

of 13F equity value

Holder Rank

#1,306

of 3,488 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Byrne Asset Management LLC holds $6,792,601 across 6 Semiconductor Equipment & Materials names. AMAT ranks #1 (61.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	5,748	$4,155,804
2	ASML	Asml Holding NV	953	$1,895,936
3	PLAB	Photronics Inc	6,671	$217,007
4	KLAC	Kla Corp	710	$214,214
5	INTT	Intest Corp	9,390	$170,616
6	IPGP	Ipg Photonics Corp	1,185	$139,024

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,155,804	5,748	-12.5%	Shares	Sole	2026-07-07
2026-03-31	$2,244,193	6,566	-27.8%	Shares	Sole	2026-04-02
2025-12-31	$2,338,609	9,100	-0.7%	Shares	Sole	2026-01-12
2025-09-30	$1,877,056	9,168	-3.3%	Shares	Sole	2025-10-22
2025-06-30	$1,735,686	9,481	+17.6%	Shares	Sole	2025-07-09
2025-03-31	$1,169,957	8,062	-9.2%	Shares	Sole	2025-04-16
2024-12-31	$1,444,642	8,883	-0.6%	Shares	Sole	2025-01-28
2024-06-30	$2,109,514	8,939	-7.3%	Shares	Sole	2024-07-23
2024-03-31	$1,988,675	9,643	+0.3%	Shares	Sole	2024-04-22
2023-12-31	$1,557,816	9,612	-2.2%	Shares	Sole	2024-01-29
2023-09-30	$1,361,101	9,831	-1.3%	Shares	Sole	2023-10-31
2023-06-30	$1,439,762	9,961	-0.2%	Shares	Sole	2023-07-21
2023-03-31	$1,225,474	9,977	-8.1%	Shares	Sole	2023-04-17
2022-12-31	$1,056,865	10,853	-3.5%	Shares	Sole	2023-01-30
2022-09-30	$921,466	11,247	+4.6%	Shares	Sole	2022-10-19
2022-06-30	$978,398	10,754	+85.7%	Shares	Sole	2022-07-20
2022-03-31	$763,122	5,790	—	Shares	Sole	2022-04-05
No filing history on record for this holder in this stock.