Position in AMAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$46,979,094
New position
Shares Held
64,978
first reported quarter
Ownership
0.008%
of shares outstanding
% of Portfolio
4.21%
of 13F equity value
Holder Rank
#473
of 3,488 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026E20 Capital Ltd holds $164,443,397 across 6 Semiconductor Equipment & Materials names. AMAT ranks #1 (28.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
64,978 | $46,979,094 | |
| 2 | KLAC |
Kla Corp
|
154,980 | $46,759,015 | |
| 3 | LRCX |
Lam Research Corp
|
51,894 | $22,487,227 | |
| 4 | ONTO |
Onto Innovation Inc.
|
56,220 | $21,276,459 | |
| 5 | ENTG |
Entegris Inc
|
109,365 | $19,670,388 | |
| 6 | Q |
Qnity Electronics, Inc.
|
44,524 | $7,271,214 |
All Filings in AMAT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,979,094 | 64,978 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||