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Night Squared LP

Position in AMAT — Applied Materials Inc /De

CIK 2058786 New York, NY

Position in AMAT

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$3,920,829
-$11,493,900 QoQ
Shares Held
5,423
-88.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,329
of 3,488 holders
Holding Since
Sep 2025
4 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, 2026

Night Squared LP holds $32,819,923 across 3 Semiconductor Equipment & Materials names. AMAT ranks #3 (11.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 AMAT
Applied Materials Inc /De
This page
5,423 $3,920,829

All Filings in AMAT

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4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,920,829 5,423
2026-03-31 $15,414,729 45,100
2025-12-31 $8,108,034 31,550
2025-09-30 $5,223,941 25,515