Science & Technology Partners, L.P.
Position in AMAT — Applied Materials Inc /De
CIK 2029433
GREENWICH, CT
Position in AMAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,099,410
-$3,266,164 QoQ
Shares Held
5,670
-73.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#1,311
of 3,488 holders
Holding Since
Mar 2026
2 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, 2026Science & Technology Partners, L.P. holds $59,753,656 across 6 Semiconductor Equipment & Materials names. AMAT ranks #3 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
64,913 | $28,128,750 | |
| 2 | AEHR |
Aehr Test Systems
|
249,000 | $23,918,940 | |
| 3 | AMAT |
Applied Materials Inc /De
This page
|
5,670 | $4,099,410 | |
| 4 | KLAC |
Kla Corp
|
9,369 | $2,826,720 | |
| 5 | TER |
Teradyne, Inc
|
1,121 | $542,384 | |
| 6 | Q |
Qnity Electronics, Inc.
|
1,454 | $237,452 |
All Filings in AMAT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,099,410 | 5,670 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,365,574 | 21,550 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||