Cache Advisors, LLC

Position in AMAT — Applied Materials Inc /De

CIK 2052593 San Francisco, CA

Position in AMAT

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

Position Value

$12,917,841

+$8,263,687 QoQ

Shares Held

17,867

+31.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.93%

of 13F equity value

Holder Rank

#829

of 3,487 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Cache Advisors, LLC holds $27,862,143 across 4 Semiconductor Equipment & Materials names. AMAT ranks #1 (46.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	17,867	$12,917,841
2	LRCX	Lam Research Corp	23,581	$10,218,354
3	KLAC	Kla Corp	9,070	$2,736,509
4	ASML	Asml Holding NV	1,000	$1,989,439

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,917,841	17,867	+31.2%	Shares	Sole	2026-07-14
2026-03-31	$4,654,154	13,617	—	Shares	Sole	2026-04-17
No filing history on record for this holder in this stock.