Position in AMAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,944,142
+$5,224,364 QoQ
Shares Held
13,754
-0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#919
of 3,488 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, 2026SYON CAPITAL LLC holds $33,631,594 across 12 Semiconductor Equipment & Materials names. AMAT ranks #1 (29.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
13,754 | $9,944,142 | |
| 2 | LRCX |
Lam Research Corp
|
20,792 | $9,009,797 | |
| 3 | KLAC |
Kla Corp
|
22,019 | $6,643,352 | |
| 4 | ASML |
Asml Holding NV
|
2,001 | $3,980,869 | |
| 5 | TER |
Teradyne, Inc
|
2,369 | $1,146,216 | |
| 6 | Q |
Qnity Electronics, Inc.
|
5,811 | $948,994 | |
| 7 | ENTG |
Entegris Inc
|
2,999 | $539,400 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
4,183 | $360,700 |
All Filings in AMAT
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,944,142 | 13,754 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,719,778 | 13,809 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,572,161 | 13,900 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,606,954 | 12,733 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,221,554 | 12,135 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,631,148 | 11,240 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,776,570 | 10,924 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,307,208 | 11,419 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,705,861 | 11,466 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,331,842 | 11,307 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,827,987 | 11,279 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,106,215 | 7,990 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||