GKV Capital Management Co., Inc.
Position in AMAT — Applied Materials Inc /De
CIK 2052321
WALNUT CREEK, CA
Position in AMAT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,506,641
+$1,323,365 QoQ
Shares Held
3,467
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#1,559
of 3,488 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026GKV Capital Management Co., Inc. holds $6,725,347 across 3 Semiconductor Equipment & Materials names. AMAT ranks #2 (37.3% of the industry book) .
All Filings in AMAT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,506,641 | 3,467 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,183,276 | 3,462 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $889,699 | 3,462 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $739,520 | 3,612 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $754,614 | 4,122 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,278,529 | 15,701 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,172,260 | 19,506 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||