Triasima Portfolio Management inc.

Position in AMAT — Applied Materials Inc /De

CIK 1938757 MONTREAL, A8

Position in AMAT

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,140,171

New position

Shares Held

1,577

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#2,070

of 3,488 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Triasima Portfolio Management inc. holds $26,658,758 across 4 Semiconductor Equipment & Materials names. AMAT ranks #4 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	25,293	$10,960,215
2	KLAC	Kla Corp	31,300	$9,443,523
3	ASML	Asml Holding NV	2,571	$5,114,849
4	AMAT	Applied Materials Inc /De This page	1,577	$1,140,171

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,140,171	1,577	—	Shares	Sole	2026-07-21
No filing history on record for this holder in this stock.