Position in AMAT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$132,309
+$81,725 QoQ
Shares Held
183
+23.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#3,317
of 3,488 holders
Holding Since
Jun 2025
5 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, 2026Essential Partners LLC holds $3,217,539 across 22 Semiconductor Equipment & Materials names. AMAT ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
2,296 | $994,925 | |
| 2 | TER |
Teradyne, Inc
|
2,025 | $979,776 | |
| 3 | AMKR |
Amkor Technology, Inc.
|
2,416 | $208,331 | |
| 4 | ONTO |
Onto Innovation Inc.
|
511 | $193,387 | |
| 5 | KLAC |
Kla Corp
|
480 | $144,820 | |
| 6 | AMAT |
Applied Materials Inc /De
This page
|
183 | $132,309 | |
| 7 | IPGP |
Ipg Photonics Corp
|
913 | $107,113 | |
| 8 | KLIC |
Kulicke & Soffa Industries Inc
|
793 | $106,071 |
All Filings in AMAT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $132,309 | 183 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $50,584 | 148 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $34,436 | 134 | Shares | Sole | 2026-05-21 | |
| 2025-09-30 | $27,435 | 134 | Shares | Sole | 2026-05-21 | |
| 2025-06-30 | $76,157 | 416 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||