Pine Valley Investments Ltd Liability Co

Position in AMAT — Applied Materials Inc /De

CIK 1975417 MARLTON, NJ

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Position in AMAT

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$19,152,993

+$9,139,572 QoQ

Shares Held

26,491

-9.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.16%

of 13F equity value

Holder Rank

#704

of 3,487 holders

Holding Since

Mar 2023

13 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, 2026

Pine Valley Investments Ltd Liability Co holds $40,004,525 across 5 Semiconductor Equipment & Materials names. AMAT ranks #1 (47.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	26,491	$19,152,993
2	LRCX	Lam Research Corp	40,793	$17,676,830
3	KLAC	Kla Corp	7,592	$2,290,582
4	Q	Qnity Electronics, Inc.	3,355	$547,905
5	ASML	Asml Holding NV	169	$336,215

All Filings in AMAT

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13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,152,993	26,491	-9.6%	Shares	Sole	2026-07-24
2026-03-31	$10,013,421	29,297	+10.9%	Shares	Sole	2026-06-08
2025-12-31	$6,786,334	26,407	-6.4%	Shares	Sole	2026-02-13
2025-09-30	$5,776,329	28,213	-21.5%	Shares	Sole	2026-02-17
2025-06-30	$6,581,549	35,951	-28.4%	Shares	Sole	2026-02-17
2025-03-31	$7,288,361	50,223	+4.3%	Shares	Sole	2026-02-17
2024-12-31	$7,833,724	48,169	+1.1%	Shares	Sole	2025-02-04
2024-09-30	$9,627,480	47,649	+26.4%	Shares	Sole	2024-11-25
2024-06-30	$8,898,710	37,708	-7.2%	Shares	Sole	2024-07-30
2024-03-31	$8,383,249	40,650	+66.7%	Shares	Sole	2024-05-08
2023-09-30	$3,377,072	24,392	+15.9%	Shares	Sole	2023-11-08
2023-06-30	$3,042,711	21,051	+4.2%	Shares	Sole	2023-08-14
2023-03-31	$2,481,657	20,204	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.