TFR Capital, LLC.

Position in AMAT — Applied Materials Inc /De

CIK 2059325 PLANO, TX

Position in AMAT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$976,773

+$537,915 QoQ

Shares Held

1,351

+5.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#2,152

of 3,488 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

TFR Capital, LLC. holds $7,022,844 across 4 Semiconductor Equipment & Materials names. AMAT ranks #3 (13.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	8,569	$3,713,204
2	KLAC	Kla Corp	6,176	$1,863,360
3	AMAT	Applied Materials Inc /De This page	1,351	$976,773
4	ASML	Asml Holding NV	236	$469,507

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$976,773	1,351	+5.2%	Shares	Sole	2026-08-06
2026-03-31	$438,858	1,284	+7.8%	Shares	Sole	2026-05-04
2025-12-31	$306,075	1,191	-1.5%	Shares	Sole	2026-01-27
2025-09-30	$247,530	1,209	-2.3%	Shares	Sole	2025-10-31
2025-06-30	$226,640	1,238	-53.5%	Shares	Sole	2025-07-24
2025-03-31	$386,309	2,662	+7.4%	Shares	Sole	2025-05-01
2024-12-31	$403,159	2,479	—	Shares	Sole	2025-03-06
No filing history on record for this holder in this stock.