Position in AMAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,821,414
+$4,087,701 QoQ
Shares Held
10,818
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,028
of 3,488 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026FIDELIS CAPITAL PARTNERS, LLC holds $31,282,644 across 7 Semiconductor Equipment & Materials names. AMAT ranks #2 (25.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
41,598 | $12,550,532 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
10,818 | $7,821,414 | |
| 3 | LRCX |
Lam Research Corp
|
13,621 | $5,902,387 | |
| 4 | ASML |
Asml Holding NV
|
1,856 | $3,692,400 | |
| 5 | Q |
Qnity Electronics, Inc.
|
3,186 | $520,305 | |
| 6 | ENTG |
Entegris Inc
|
2,301 | $413,857 | |
| 7 | TER |
Teradyne, Inc
|
789 | $381,749 |
All Filings in AMAT
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,821,414 | 10,818 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,733,713 | 10,924 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,858,242 | 11,122 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,873,780 | 9,152 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,271,787 | 6,947 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $772,909 | 5,326 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $888,935 | 5,466 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,056,115 | 5,227 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,262,074 | 5,348 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $756,704 | 4,669 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $560,445 | 4,048 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $538,845 | 3,728 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $452,260 | 3,682 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||