Concurrent Investment Advisors, LLC
Position in AMAT — Applied Materials Inc /De
CIK 2001015
Tampa, FL
Position in AMAT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$25,727,955
+$18,124,154 QoQ
Shares Held
35,585
+60.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#607
of 3,488 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Derivatives in AMAT
reported options exposure · as of Dec 31, 2024CallValue
$16,263
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $113,037,930 across 11 Semiconductor Equipment & Materials names. AMAT ranks #2 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
98,862 | $42,839,869 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
35,585 | $25,727,955 | |
| 3 | ASML |
Asml Holding NV
|
8,581 | $17,071,382 | |
| 4 | KLAC |
Kla Corp
|
30,725 | $9,270,039 | |
| 5 | UCTT |
Ultra Clean Holdings, Inc.
|
44,828 | $6,392,023 | |
| 6 | FORM |
Formfactor Inc
|
24,505 | $3,919,084 | |
| 7 | TER |
Teradyne, Inc
|
6,150 | $2,975,615 | |
| 8 | Q |
Qnity Electronics, Inc.
|
17,582 | $2,871,315 |
All Filings in AMAT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,727,955 | 35,585 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $7,603,801 | 22,247 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $5,987,866 | 23,300 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,204,230 | 10,766 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,124,161 | 11,603 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,678,189 | 18,455 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,490,341 | 9,164 | Shares | Sole | 2025-02-03 | |
| 2024-12-31 | $16,263 | 100 | Call | Sole | 2025-02-03 | |
| 2024-09-30 | $20,205 | 100 | Call | Sole | 2024-10-30 | |
| 2024-09-30 | $2,137,486 | 10,579 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $23,599 | 100 | Call | Sole | 2024-07-30 | |
| 2024-06-30 | $1,710,927 | 7,250 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $20,623 | 100 | Call | Sole | 2024-05-07 | |
| 2024-03-31 | $1,364,623 | 6,617 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,888,925 | 11,655 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||