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Cercano Management LLC

Position in AMAT — Applied Materials Inc /De

CIK 1936416 BELLEVUE, WA

Position in AMAT

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$2,093,808
+$1,103,985 QoQ
Shares Held
2,896
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,666
of 3,488 holders
Holding Since
Mar 2023
10 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, 2026

Cercano Management LLC holds $10,053,925 across 3 Semiconductor Equipment & Materials names. AMAT ranks #2 (20.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 AMAT
Applied Materials Inc /De
This page
2,896 $2,093,808

All Filings in AMAT

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10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,093,808 2,896
2026-03-31 $989,823 2,896
2025-12-31 $744,243 2,896
2025-09-30 $592,927 2,896
2025-06-30 $530,170 2,896
2025-03-31 $420,267 2,896
2024-12-31 $470,976 2,896
2024-09-30 $585,136 2,896
2023-06-30 $29,277,588 202,557
2023-03-31 $17,207,377 140,091