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Sovran Advisors, LLC

Position in AMAT — Applied Materials Inc /De

CIK 2051471 SAN DIEGO, CA

Position in AMAT

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$4,560,684
+$2,408,433 QoQ
Shares Held
6,308
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#1,260
of 3,488 holders
Holding Since
Dec 2024
7 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, 2026

Sovran Advisors, LLC holds $15,431,696 across 4 Semiconductor Equipment & Materials names. AMAT ranks #3 (29.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 AMAT
Applied Materials Inc /De
This page
6,308 $4,560,684

All Filings in AMAT

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,560,684 6,308
2026-03-31 $2,152,251 6,297
2025-12-31 $1,515,470 5,897
2025-09-30 $490,761 2,397
2025-06-30 $607,609 3,319
2025-03-31 $281,387 1,939
2024-12-31 $248,823 1,530