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KP Management LLC

Position in AMAT — Applied Materials Inc /De

CIK 2036769 Edina, MN

Position in AMAT

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$10,845,000
+$7,427,100 QoQ
Shares Held
15,000
+50.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.33%
of 13F equity value
Holder Rank
#883
of 3,488 holders
Holding Since
Jun 2024
4 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Derivatives in AMAT

reported options exposure · as of Dec 31, 2025
CallValue
$2,569,900
CallShares
10,000
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

KP Management LLC holds $56,129,229 across 5 Semiconductor Equipment & Materials names. AMAT ranks #4 (19.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 AMAT
Applied Materials Inc /De
This page
15,000 $10,845,000

All Filings in AMAT

Export CSV
4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $10,845,000 15,000
2026-03-31 $3,417,900 10,000
2025-12-31 $2,569,900 10,000
2024-06-30 $2,359,900 10,000