Position in AMAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,220,424
+$643,483 QoQ
Shares Held
1,688
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,011
of 3,488 holders
Holding Since
Mar 2026
2 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, 2026Odyssean, LLC holds $10,425,886 across 12 Semiconductor Equipment & Materials names. AMAT ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACMR |
ACM Research, Inc.
|
19,180 | $2,433,750 | |
| 2 | AMBA |
Ambarella Inc
|
26,188 | $2,246,930 | |
| 3 | AMAT |
Applied Materials Inc /De
This page
|
1,688 | $1,220,424 | |
| 4 | LRCX |
Lam Research Corp
|
2,078 | $900,459 | |
| 5 | KLAC |
Kla Corp
|
2,580 | $778,411 | |
| 6 | KLIC |
Kulicke & Soffa Industries Inc
|
5,248 | $701,972 | |
| 7 | UCTT |
Ultra Clean Holdings, Inc.
|
3,513 | $500,918 | |
| 8 | TER |
Teradyne, Inc
|
843 | $407,877 |
All Filings in AMAT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,220,424 | 1,688 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $576,941 | 1,688 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||