Position in AMAT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$4,168,812
+$1,404,372 QoQ
Shares Held
12,197
+13.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Compound Planning, Inc. holds $23,043,984 across 7 Semiconductor Equipment & Materials names. AMAT ranks #2 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
5,273 | $6,964,736 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
12,197 | $4,168,812 | |
| 3 | LRCX |
Lam Research Corp
|
17,153 | $3,664,909 | |
| 4 | TRT |
Trio-Tech International
|
621,500 | $3,592,270 | |
| 5 | KLAC |
Kla Corp
|
2,237 | $3,293,780 | |
| 6 | TER |
Teradyne, Inc
|
2,537 | $752,118 | |
| 7 | Q |
Qnity Electronics, Inc.
|
5,264 | $607,359 |
All Filings in AMAT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,168,812 | 12,197 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,764,440 | 10,757 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $1,907,562 | 9,317 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,448,266 | 7,911 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $816,445 | 5,626 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $886,658 | 5,452 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $943,371 | 4,669 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,169,566 | 4,956 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $876,889 | 4,252 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $693,659 | 4,280 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $238,272 | 1,721 | Shares | Sole | 2023-11-09 | |
| No filing history on record for this holder in this stock. | ||||||