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Equibles

Byrne Asset Management LLC

Position in AMAT — Applied Materials Inc /De

CIK 1911322 KINGSTON, NJ
Back to AMAT Full portfolio

Position in AMAT

as of Sep 30, 2026 · filed Oct 6, 2026
Position Value
$2,504,739
-$1,651,065 QoQ
Shares Held
4,898
-14.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.65%
of 13F equity value
Holder Rank
#46
of 160 holders
Holding Since
Mar 2022
19 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 Sep 30, 2026

Byrne Asset Management LLC holds $5,506,783 across 8 Semiconductor Equipment & Materials names. AMAT ranks #1 (45.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMAT
Applied Materials Inc /De
This page 		4,898 $2,504,739
2 ASML
Asml Holding NV
 995 $1,802,611
3 LRCX
Lam Research Corp
 1,272 $417,864
4 UCTT
Ultra Clean Holdings, Inc.
 2,797 $226,724
5 PLAB
Photronics Inc
 7,174 $220,815
6 KLAC
Kla Corp
 620 $120,856
7 INTT
Intest Corp
 9,100 $107,653
8 IPGP
Ipg Photonics Corp
 1,348 $105,521

All Filings in AMAT

Export CSV
19 filing rows on record
Report Date Value (USD) Shares
2026-09-30 $2,504,739 4,898
2026-06-30 $4,155,804 5,748
2026-03-31 $2,244,193 6,566
2025-12-31 $2,338,609 9,100
2025-09-30 $1,877,056 9,168
2025-06-30 $1,735,686 9,481
2025-03-31 $1,169,957 8,062
2024-12-31 $1,444,642 8,883
2024-09-30 $1,774,605 8,783
2024-06-30 $2,109,514 8,939
2024-03-31 $1,988,675 9,643
2023-12-31 $1,557,816 9,612
2023-09-30 $1,361,101 9,831
2023-06-30 $1,439,762 9,961
2023-03-31 $1,225,474 9,977
2022-12-31 $1,056,865 10,853
2022-09-30 $921,466 11,247
2022-06-30 $978,398 10,754
2022-03-31 $763,122 5,790