Caitong International Asset Management Co., Ltd
Position in AMAT — Applied Materials Inc /De
CIK 1963355
HONG KONG, K3
Position in AMAT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$6,462,174
+$4,573,785 QoQ
Shares Held
8,938
+61.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Caitong International Asset Management Co., Ltd holds $52,486,850 across 20 Semiconductor Equipment & Materials names. AMAT ranks #4 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
10,546 | $20,980,633 | |
| 2 | KLAC |
Kla Corp
|
35,661 | $10,759,280 | |
| 3 | LRCX |
Lam Research Corp
|
17,383 | $7,532,575 | |
| 4 | AMAT |
Applied Materials Inc /De
This page
|
8,938 | $6,462,174 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
22,666 | $1,954,489 | |
| 6 | FORM |
Formfactor Inc
|
5,965 | $953,982 | |
| 7 | AEHR |
Aehr Test Systems
|
8,894 | $854,357 | |
| 8 | ACMR |
ACM Research, Inc.
|
6,141 | $779,231 |
All Filings in AMAT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,462,174 | 8,938 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,888,389 | 5,525 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $774,326 | 3,782 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $915 | 5 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,306 | 9 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $315,339 | 1,939 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||