August Group Capital Ltd

Position in AMAT — Applied Materials Inc /De

CIK 2107394 Toronto, A6

Position in AMAT

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$522,729

+$254,766 QoQ

Shares Held

723

-7.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.90%

of 13F equity value

Holder Rank

#2,595

of 3,488 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

August Group Capital Ltd holds $1,882,296 across 4 Semiconductor Equipment & Materials names. AMAT ranks #2 (27.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	357	$710,230
2	AMAT	Applied Materials Inc /De This page	723	$522,729
3	LRCX	Lam Research Corp	844	$365,730
4	KLAC	Kla Corp	940	$283,607

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$522,729	723	-7.8%	Shares	Sole	2026-08-11
2026-03-31	$267,963	784	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.