Position in AMAT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$606,597
+$225,502 QoQ
Shares Held
839
-24.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.08%
of 13F equity value
Holder Rank
#2,481
of 3,488 holders
Holding Since
Dec 2025
3 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, 2026Markin Volterra Fund LP holds $2,819,329 across 7 Semiconductor Equipment & Materials names. AMAT ranks #3 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
1,580 | $684,661 | |
| 2 | KLAC |
Kla Corp
|
2,070 | $624,539 | |
| 3 | AMAT |
Applied Materials Inc /De
This page
|
839 | $606,597 | |
| 4 | ASML |
Asml Holding NV
|
133 | $264,595 | |
| 5 | TER |
Teradyne, Inc
|
471 | $227,888 | |
| 6 | UCTT |
Ultra Clean Holdings, Inc.
|
1,474 | $210,177 | |
| 7 | FORM |
Formfactor Inc
|
1,256 | $200,872 |
All Filings in AMAT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $606,597 | 839 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $381,095 | 1,115 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $324,835 | 1,264 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||