Position in AMAT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$9,550,830
+$4,922,994 QoQ
Shares Held
13,210
-2.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#938
of 3,486 holders
Holding Since
Sep 2023
12 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, 2026NORDEN GROUP LLC holds $29,587,437 across 10 Semiconductor Equipment & Materials names. AMAT ranks #1 (32.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
13,210 | $9,550,830 | |
| 2 | LRCX |
Lam Research Corp
|
20,753 | $8,992,897 | |
| 3 | KLAC |
Kla Corp
|
14,532 | $4,384,449 | |
| 4 | ASML |
Asml Holding NV
|
1,905 | $3,789,883 | |
| 5 | TER |
Teradyne, Inc
|
1,755 | $849,139 | |
| 6 | ENTG |
Entegris Inc
|
2,831 | $509,183 | |
| 7 | Q |
Qnity Electronics, Inc.
|
3,037 | $495,972 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
5,445 | $469,522 |
All Filings in AMAT
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,550,830 | 13,210 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,627,836 | 13,540 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $3,111,634 | 12,108 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $2,414,703 | 11,794 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,013,403 | 10,998 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,604,882 | 11,059 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,586,130 | 9,753 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,945,741 | 9,630 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,624,319 | 6,883 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,372,254 | 6,654 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $677,128 | 4,178 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $800,933 | 5,785 | Shares | Other | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||