SEC 13F Intelligence

Capelight Capital Asset Management LP / AMAT

Capelight Capital Asset Management LP’s Applied Matls Inc Position

Does Capelight Capital Asset Management LP own Applied Matls Inc (AMAT)? Yes — 20.0K shares worth $7M (+5.10% of its 13F portfolio) as of Q1 2026, up from 10.0K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
20.0K
% of Portfolio
+5.10%
Quarters Held
2
currently held

Position History AMAT

Reported value by quarter
Q4 ’25: $3MQ4 ’25Q1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202620.0K$7M+5.10%
Q4 202510.0K$3M+2.04%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Capelight Capital Asset Management LP’s full portfolio or all institutional holders of AMAT.