Sunstone Asset Management, L.P.
Position in AMAT — Applied Materials Inc /De
CIK 2111996
New York, NY
Position in AMAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,480,340
+$2,916,915 QoQ
Shares Held
7,580
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
7.14%
of 13F equity value
Holder Rank
#1,168
of 3,488 holders
Holding Since
Dec 2025
3 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, 2026Sunstone Asset Management, L.P. holds $11,052,948 across 4 Semiconductor Equipment & Materials names. AMAT ranks #1 (49.6% of the industry book) .
All Filings in AMAT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,480,340 | 7,580 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,563,425 | 7,500 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $796,669 | 3,100 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||