Position in AMAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,512,038,820
New position
Shares Held
2,091,340
first reported quarter
Ownership
0.264%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#47
of 3,488 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 98%
None 2%
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Jupiter Topco LLC holds $9,888,709,548 across 23 Semiconductor Equipment & Materials names. AMAT ranks #3 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
9,884,116 | $4,283,083,984 | |
| 2 | KLAC |
Kla Corp
|
11,157,974 | $3,366,472,331 | |
| 3 | AMAT |
Applied Materials Inc /De
This page
|
2,091,340 | $1,512,038,820 | |
| 4 | ASML |
Asml Holding NV
|
127,399 | $253,452,652 | |
| 5 | TER |
Teradyne, Inc
|
371,884 | $179,932,353 | |
| 6 | ENTG |
Entegris Inc
|
445,301 | $80,091,836 | |
| 7 | ACMR |
ACM Research, Inc.
|
553,768 | $70,267,621 | |
| 8 | Q |
Qnity Electronics, Inc.
|
268,990 | $43,928,755 |
All Filings in AMAT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,512,038,820 | 2,091,340 | Shares | Defined | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||