Position in AMAT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$802,530
+$423,144 QoQ
Shares Held
1,110
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#2,278
of 3,486 holders
Holding Since
Dec 2023
11 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, 2026Tidemark, LLC holds $1,838,480 across 7 Semiconductor Equipment & Materials names. AMAT ranks #2 (43.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
425 | $845,511 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
1,110 | $802,530 | |
| 3 | KLAC |
Kla Corp
|
211 | $63,660 | |
| 4 | ONTO |
Onto Innovation Inc.
|
166 | $62,822 | |
| 5 | LRCX |
Lam Research Corp
|
73 | $31,633 | |
| 6 | ICHR |
Ichor Holdings, Ltd.
|
150 | $16,842 | |
| 7 | TER |
Teradyne, Inc
|
32 | $15,482 |
All Filings in AMAT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $802,530 | 1,110 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $379,386 | 1,110 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $277,292 | 1,079 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $221,938 | 1,084 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $196,617 | 1,074 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $151,795 | 1,046 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $170,110 | 1,046 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $211,344 | 1,046 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $246,845 | 1,046 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $9,486 | 46 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $7,455 | 46 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||