Position in AMAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$539,358
+$276,522 QoQ
Shares Held
746
-3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,570
of 3,488 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Kera Capital Partners, Inc. holds $9,362,984 across 8 Semiconductor Equipment & Materials names. AMAT ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
8,467 | $3,669,005 | |
| 2 | AMKR |
Amkor Technology, Inc.
|
25,832 | $2,227,493 | |
| 3 | TER |
Teradyne, Inc
|
1,709 | $826,882 | |
| 4 | KLAC |
Kla Corp
|
2,504 | $755,481 | |
| 5 | AMAT |
Applied Materials Inc /De
This page
|
746 | $539,358 | |
| 6 | IPGP |
Ipg Photonics Corp
|
4,272 | $501,191 | |
| 7 | Q |
Qnity Electronics, Inc.
|
2,790 | $455,634 | |
| 8 | ASML |
Asml Holding NV
|
195 | $387,940 |
All Filings in AMAT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $539,358 | 746 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $262,836 | 769 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $184,261 | 717 | Shares | Sole | 2026-02-23 | |
| No filing history on record for this holder in this stock. | ||||||