SummitTX Capital, L.P.

Position in AMAT — Applied Materials Inc /De

CIK 2052310 FORT WORTH, TX

Position in AMAT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$43,184,067

+$21,971,897 QoQ

Shares Held

59,729

-3.8% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

1.17%

of 13F equity value

Holder Rank

#490

of 3,488 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

SummitTX Capital, L.P. holds $127,089,359 across 5 Semiconductor Equipment & Materials names. AMAT ranks #2 (34.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	26,839	$53,394,577
2	AMAT	Applied Materials Inc /De This page	59,729	$43,184,067
3	ONTO	Onto Innovation Inc.	65,734	$24,877,032
4	VECO	Veeco Instruments Inc	50,000	$3,790,000
5	AMKR	Amkor Technology, Inc.	21,381	$1,843,683

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$43,184,067	59,729	-3.8%	Shares	Sole	2026-08-14
2026-03-31	$21,212,170	62,062	-43.6%	Shares	Sole	2026-05-15
2025-12-31	$28,288,945	110,078	+8.8%	Shares	Sole	2026-02-17
2025-09-30	$20,714,978	101,177	+71.3%	Shares	Defined	2025-11-14
2025-06-30	$10,810,466	59,051	+316.4%	Shares	Defined	2025-08-14
2025-03-31	$2,057,946	14,181	—	Shares	Defined	2025-05-15
No filing history on record for this holder in this stock.