Position in AMAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,338,996
+$706,001 QoQ
Shares Held
1,852
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,944
of 3,488 holders
Holding Since
Jun 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, 2026Nemes Rush Group LLC holds $55,391,671 across 11 Semiconductor Equipment & Materials names. AMAT ranks #2 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
123,512 | $53,521,454 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
1,852 | $1,338,996 | |
| 3 | KLAC |
Kla Corp
|
680 | $205,162 | |
| 4 | ACMR |
ACM Research, Inc.
|
1,500 | $190,335 | |
| 5 | Q |
Qnity Electronics, Inc.
|
379 | $61,894 | |
| 6 | ASML |
Asml Holding NV
|
26 | $51,725 | |
| 7 | ACLS |
Axcelis Technologies Inc
|
61 | $11,556 | |
| 8 | TER |
Teradyne, Inc
|
7 | $3,386 |
All Filings in AMAT
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,338,996 | 1,852 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $632,995 | 1,852 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $474,660 | 1,847 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $380,611 | 1,859 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $340,327 | 1,859 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $269,778 | 1,859 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $302,329 | 1,859 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $367,731 | 1,820 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $429,501 | 1,820 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $375,338 | 1,820 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $294,967 | 1,820 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $290,468 | 2,098 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $303,244 | 2,098 | Shares | Sole | 2023-08-02 | |
| No filing history on record for this holder in this stock. | ||||||