Davis Investment Partners, LLC
Position in AMAT — Applied Materials Inc /De
CIK 1963865
CHARLOTTE, NC
Position in AMAT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$219,792
-$130,200 QoQ
Shares Held
304
-70.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#3,204
of 3,488 holders
Holding Since
Dec 2022
15 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, 2026Davis Investment Partners, LLC holds $1,305,672 across 2 Semiconductor Equipment & Materials names. AMAT ranks #2 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVMI |
Nova Ltd.
|
2,000 | $1,085,880 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
304 | $219,792 |
All Filings in AMAT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,792 | 304 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $349,992 | 1,024 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $262,900 | 1,023 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $840,252 | 4,104 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $850,726 | 4,647 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $539,846 | 3,720 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,254,853 | 7,716 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,789,960 | 8,859 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $720,241 | 3,052 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $635,188 | 3,080 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $486,210 | 3,000 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $415,350 | 3,000 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $433,620 | 3,000 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $368,490 | 3,000 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $292,140 | 3,000 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||