Arini Captial Management Ltd

Position in AMAT — Applied Materials Inc /De

CIK 2056819 LONDON, X0

Position in AMAT

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

Position Value

$7,230,000

New position

Shares Held

10,000

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.74%

of 13F equity value

Holder Rank

#1,059

of 3,487 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Arini Captial Management Ltd holds $20,735,000 across 3 Semiconductor Equipment & Materials names. AMAT ranks #2 (34.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	20,000	$8,666,600
2	AMAT	Applied Materials Inc /De This page	10,000	$7,230,000
3	TER	Teradyne, Inc	10,000	$4,838,400

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,230,000	10,000	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.