Talos Eurisko Asset Management LP

Position in AMAT — Applied Materials Inc /De

CIK 2041062 NEW YORK, NY

Position in AMAT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$37,335,720

-$3,037,152 QoQ

Shares Held

51,640

-67.1% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

5.80%

of 13F equity value

Holder Rank

#528

of 3,497 holders

Holding Since

Dec 2024

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Talos Eurisko Asset Management LP holds $119,686,179 across 4 Semiconductor Equipment & Materials names. AMAT ranks #2 (31.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ONTO	Onto Innovation Inc.	106,373	$40,256,861
2	AMAT	Applied Materials Inc /De This page	51,640	$37,335,720
3	TER	Teradyne, Inc	51,720	$25,024,204
4	ASML	Asml Holding NV	8,580	$17,069,394

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,335,720	51,640	-67.1%	Shares	Sole	2026-08-12
2025-12-31	$40,372,872	157,099	+11.7%	Shares	Sole	2026-02-17
2025-09-30	$28,786,444	140,600	+154.7%	Shares	Sole	2025-11-12
2024-12-31	$8,977,176	55,200	—	Shares	Sole	2025-02-11
No filing history on record for this holder in this stock.