Sphera Management Technology Funds Ltd

Position in AMAT — Applied Materials Inc /De

CIK 2030525 TEL AVIV, L3

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Position in AMAT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$4,338,000

+$1,569,501 QoQ

Shares Held

6,000

-25.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.72%

of 13F equity value

Holder Rank

#1,291

of 3,488 holders

Holding Since

Mar 2025

6 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, 2026

Sphera Management Technology Funds Ltd holds $18,092,457 across 5 Semiconductor Equipment & Materials names. AMAT ranks #2 (24.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVMI	Nova Ltd.	9,650	$5,239,371
2	AMAT	Applied Materials Inc /De This page	6,000	$4,338,000
3	CAMT	Camtek Ltd	21,901	$3,572,491
4	LRCX	Lam Research Corp	8,000	$3,466,640
5	ONTO	Onto Innovation Inc.	3,900	$1,475,955

All Filings in AMAT

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6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,338,000	6,000	-25.9%	Shares	Sole	2026-08-14
2026-03-31	$2,768,499	8,100	-52.8%	Shares	Sole	2026-05-15
2025-12-31	$4,407,378	17,150	+43.5%	Shares	Sole	2026-02-17
2025-09-30	$2,446,643	11,950	-52.8%	Shares	Sole	2025-11-14
2025-06-30	$4,633,501	25,310	+42.2%	Shares	Sole	2025-08-14
2025-03-31	$2,583,136	17,800	—	Shares	Defined	2025-05-15
No filing history on record for this holder in this stock.