Polymer Capital Management (HK) LTD
Position in AMAT — Applied Materials Inc /De
CIK 1970465
HONG KONG, K3
Position in AMAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$44,815,878
+$43,668,831 QoQ
Shares Held
61,986
+1747.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
5.03%
of 13F equity value
Holder Rank
#483
of 3,497 holders
Holding Since
Jun 2024
5 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, 2026Polymer Capital Management (HK) LTD holds $78,762,903 across 9 Semiconductor Equipment & Materials names. AMAT ranks #1 (56.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
61,986 | $44,815,878 | |
| 2 | LRCX |
Lam Research Corp
|
29,776 | $12,902,834 | |
| 3 | ASML |
Asml Holding NV
|
2,362 | $4,699,057 | |
| 4 | ENTG |
Entegris Inc
|
24,105 | $4,335,525 | |
| 5 | ONTO |
Onto Innovation Inc.
|
11,400 | $4,314,330 | |
| 6 | FORM |
Formfactor Inc
|
25,000 | $3,998,250 | |
| 7 | TER |
Teradyne, Inc
|
4,815 | $2,329,689 | |
| 8 | AXTI |
Axt Inc
|
14,491 | $1,044,511 |
All Filings in AMAT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,815,878 | 61,986 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,147,047 | 3,356 | Shares | Sole | 2026-05-14 | |
| 2024-12-31 | $1,333,566 | 8,200 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $516,035 | 2,554 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $283,188 | 1,200 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||