HIGHLAND CAPITAL MANAGEMENT, LLC
Position in AMAT — Applied Materials Inc /De
CIK 860486
MEMPHIS, TN
Position in AMAT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$7,913,958
+$4,675,498 QoQ
Shares Held
10,946
+15.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,018
of 3,488 holders
Holding Since
Mar 2020
20 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, 2026HIGHLAND CAPITAL MANAGEMENT, LLC holds $24,943,666 across 7 Semiconductor Equipment & Materials names. AMAT ranks #2 (31.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
19,763 | $8,563,900 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
10,946 | $7,913,958 | |
| 3 | KLAC |
Kla Corp
|
18,625 | $5,619,348 | |
| 4 | ASML |
Asml Holding NV
|
704 | $1,400,565 | |
| 5 | COHU |
Cohu Inc
|
6,725 | $497,044 | |
| 6 | VECO |
Veeco Instruments Inc
|
6,301 | $477,615 | |
| 7 | KLIC |
Kulicke & Soffa Industries Inc
|
3,523 | $471,236 |
All Filings in AMAT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,913,958 | 10,946 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,238,460 | 9,475 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,077,712 | 11,976 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $829,811 | 4,053 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $755,712 | 4,128 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $647,235 | 4,460 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $4,142,511 | 25,472 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $8,192,319 | 40,546 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $8,475,816 | 35,916 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $813,989 | 3,947 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $312,633 | 1,929 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $267,070 | 1,929 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $278,817 | 1,929 | Shares | Sole | 2023-08-09 | |
| 2022-03-31 | $281,788 | 2,138 | Shares | Sole | 2022-04-19 | |
| 2021-09-30 | $442,573 | 3,438 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $489,571 | 3,438 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $459,316 | 3,438 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $296,699 | 3,438 | Shares | Sole | 2021-01-21 | |
| 2020-06-30 | $232,007 | 3,838 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $313,317 | 6,838 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||