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SIERRA OCEAN, LLC

Position in AMAT — Applied Materials Inc /De

CIK 2051715 RIPON, CA

Position in AMAT

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$321,735
+$247,043 QoQ
Shares Held
445
+9.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
#2,920
of 3,488 holders
Holding Since
Dec 2024
4 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

SIERRA OCEAN, LLC holds $940,813 across 3 Semiconductor Equipment & Materials names. AMAT ranks #2 (34.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 AMAT
Applied Materials Inc /De
This page
445 $321,735

All Filings in AMAT

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4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $321,735 445
2025-06-30 $74,692 408
2025-03-31 $72,995 503
2024-12-31 $76,761 472