ENGLISH CAPITAL MANAGEMENT LLC
Position in AMAT — Applied Materials Inc /De
CIK 2010442
BLOOMFIELD HILLS, MI
Position in AMAT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$9,918,837
+$2,939,486 QoQ
Shares Held
13,719
-32.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
4.71%
of 13F equity value
Holder Rank
#922
of 3,488 holders
Holding Since
Jun 2025
5 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, 2026ENGLISH CAPITAL MANAGEMENT LLC holds $15,632,508 across 2 Semiconductor Equipment & Materials names. AMAT ranks #1 (63.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
13,719 | $9,918,837 | |
| 2 | ASML |
Asml Holding NV
|
2,872 | $5,713,671 |
All Filings in AMAT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,918,837 | 13,719 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $6,979,351 | 20,420 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,247,735 | 20,420 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,180,790 | 20,420 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,738,289 | 20,420 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||