TritonPoint Partners, LLC

Position in AMAT — Applied Materials Inc /De

CIK 2111167 CHEVY CHASE, MD

Position in AMAT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,385,268

New position

Shares Held

1,916

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,923

of 3,488 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

TritonPoint Partners, LLC holds $34,271,863 across 4 Semiconductor Equipment & Materials names. AMAT ranks #3 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	70,828	$30,691,897
2	KLAC	Kla Corp	4,907	$1,480,490
3	AMAT	Applied Materials Inc /De This page	1,916	$1,385,268
4	ASML	Asml Holding NV	359	$714,208

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,385,268	1,916	—	Shares	Sole	2026-08-13
No filing history on record for this holder in this stock.