GAMMA Investing LLC

Position in AMAT — Applied Materials Inc /De

CIK 2010235 FOSTER CITY, CA

Position in AMAT

as of Sep 30, 2026 · filed Oct 8, 2026 Compact

Position Value

$13,256,503

-$4,683,296 QoQ

Shares Held

25,923

+4.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#16

of 160 holders

Holding Since

Dec 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Sep 30, 2026

GAMMA Investing LLC holds $54,472,507 across 28 Semiconductor Equipment & Materials names. AMAT ranks #2 (24.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	43,060	$14,145,640
2	AMAT	Applied Materials Inc /De This page	25,923	$13,256,503
3	KLAC	Kla Corp	40,495	$7,893,690
4	ASML	Asml Holding NV	3,881	$7,031,091
5	TER	Teradyne, Inc	7,449	$2,986,378
6	ENTG	Entegris Inc	9,191	$1,415,965
7	ATEYY	Advantest Corp	6,243	$1,378,828
8	Q	Qnity Electronics, Inc.	9,147	$1,150,143

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-09-30	$13,256,503	25,923	+4.5%	Shares	Defined	2026-10-08
2026-06-30	$17,939,799	24,813	+10.0%	Shares	Defined	2026-07-07
2026-03-31	$7,712,833	22,566	+15.5%	Shares	Defined	2026-04-06
2025-12-31	$5,019,014	19,530	+16.3%	Shares	Defined	2026-01-05
2025-09-30	$3,439,427	16,799	+4.8%	Shares	Defined	2025-10-02
2025-06-30	$2,934,245	16,028	+27.5%	Shares	Defined	2025-07-14
2025-03-31	$1,824,303	12,571	+27.5%	Shares	Defined	2025-04-15
2024-12-31	$1,603,531	9,860	-2.8%	Shares	Defined	2025-01-03
2024-09-30	$2,048,584	10,139	+12.8%	Shares	Defined	2024-10-07
2024-06-30	$2,121,078	8,988	+89.3%	Shares	Defined	2024-07-02
2024-03-31	$979,386	4,749	+30.5%	Shares	Defined	2024-04-05
2023-12-31	$589,934	3,640	—	Shares	Defined	2024-02-01
No filing history on record for this holder in this stock.