Position in AMAT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$688,296
+$366,330 QoQ
Shares Held
952
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#2,400
of 3,488 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Second Line Capital, LLC holds $927,028 across 2 Semiconductor Equipment & Materials names. AMAT ranks #1 (74.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
952 | $688,296 | |
| 2 | ASML |
Asml Holding NV
|
120 | $238,732 |
All Filings in AMAT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $688,296 | 952 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $321,966 | 942 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $226,665 | 882 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||