Seek First Inc.

Position in AMAT — Applied Materials Inc /De

CIK 2060504 Campbell, CA

Position in AMAT

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,333,121

+$1,230,165 QoQ

Shares Held

3,227

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

4.54%

of 13F equity value

Holder Rank

#1,606

of 3,488 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Seek First Inc. holds $8,124,792 across 3 Semiconductor Equipment & Materials names. AMAT ranks #2 (28.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	9,222	$3,996,169
2	AMAT	Applied Materials Inc /De This page	3,227	$2,333,121
3	NVMI	Nova Ltd.	3,307	$1,795,502

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,333,121	3,227	0.0%	Shares	Sole	2026-07-28
2026-03-31	$1,102,956	3,227	-3.5%	Shares	Sole	2026-04-24
2025-12-31	$859,117	3,343	—	Shares	Sole	2026-01-30
No filing history on record for this holder in this stock.