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LOM Asset Management Ltd

Position in AMAT — Applied Materials Inc /De

CIK 2077907 Hamilton, D0

Position in AMAT

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$16,602,972
+$8,498,790 QoQ
Shares Held
22,964
-3.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
5.24%
of 13F equity value
Holder Rank
#745
of 3,488 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

LOM Asset Management Ltd holds $25,514,390 across 3 Semiconductor Equipment & Materials names. AMAT ranks #1 (65.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMAT
Applied Materials Inc /De
This page
22,964 $16,602,972

All Filings in AMAT

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5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $16,602,972 22,964
2026-03-31 $8,104,182 23,711
2025-12-31 $6,293,428 24,489
2025-09-30 $5,071,819 24,772
2025-06-30 $4,089,966 22,341