Capelight Capital Asset Management LP

Position in AMAT — Applied Materials Inc /De

CIK 2105992 NEW YORK, NY

Back to AMAT Full portfolio

Position in AMAT

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$12,291,000

+$5,455,200 QoQ

Shares Held

17,000

-15.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

6.57%

of 13F equity value

Holder Rank

#198

of 1,347 holders

Holding Since

Dec 2025

3 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

Capelight Capital Asset Management LP holds $14,344,300 across 3 Semiconductor Equipment & Materials names. AMAT ranks #1 (85.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	17,000	$12,291,000
2	ASYS	Amtech Systems Inc	50,000	$1,154,000
3	ENTG	Entegris Inc	5,000	$899,300

All Filings in AMAT

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3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,291,000	17,000	-15.0%	Shares	Sole	2026-07-15
2026-03-31	$6,835,800	20,000	+100.0%	Shares	Sole	2026-04-27
2025-12-31	$2,569,900	10,000	—	Shares	Sole	2026-01-28
No filing history on record for this holder in this stock.