Pathstone Holdings, LLC

Position in AMAT — Applied Materials Inc /De

CIK 2011612 ENGLEWOOD, NJ

Position in AMAT

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$47,833,167

+$12,419,947 QoQ

Shares Held

139,949

+1.6% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 43.30077385333229.ToString("F0")% Shared 0.4480203502704556.ToString("F0")% None 56.251205796397265.ToString("F0")%

Technology · as of Mar 31, 2026

Pathstone Holdings, LLC holds $175,818,514 across 21 Semiconductor Equipment & Materials names. AMAT ranks #2 (27.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	262,360	$56,055,836
2	AMAT	Applied Materials Inc /De This page	139,949	$47,833,167
3	ASML	Asml Holding NV	25,224	$33,316,615
4	TER	Teradyne, Inc	23,976	$7,107,923
5	ONTO	Onto Innovation Inc.	28,900	$5,926,522
6	Q	Qnity Electronics, Inc.	40,606	$4,685,119
7	FORM	Formfactor Inc	45,514	$4,414,402
8	KLAC	Kla Corp	17,436	$2,567,293

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$47,833,167	139,949	+1.6%	Shares	Sole	2026-05-11
2025-12-31	$35,413,220	137,800	-0.9%	Shares	Defined	2026-02-13
2025-09-30	$28,461,929	139,015	+3.0%	Shares	Sole	2025-11-13
2025-06-30	$24,715,730	135,007	+6.0%	Shares	Other	2025-08-12
2025-03-31	$18,487,561	127,395	+2.5%	Shares	Other	2025-05-15
2024-12-31	$20,216,696	124,311	-5.1%	Shares	Sole	2025-02-14
2024-09-30	$26,457,436	130,945	-1.5%	Shares	Defined	2024-11-07
2024-06-30	$31,360,710	132,890	+0.9%	Shares	Other	2024-08-14
2024-03-31	$27,166,265	131,728	+3.4%	Shares	Defined	2024-05-13
2023-12-31	$20,651,769	127,425	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.