Position history for FIRST MANHATTAN CO. LLC.'s holdings in APPLIED MATLS INC
FIRST MANHATTAN CO. LLC. holds 1.9M shares of AMAT (APPLIED MATLS INC), worth $484.5M as of 2025-Q4. The position was decreased (-7.1% shares). AMAT represents 1.3% of FIRST MANHATTAN CO. LLC.'s portfolio.
Current Value
$484.5M
Current Shares
1.9M
Total Value Change
+$70.3M
Total Shares Change
+129,905
Other major holders of AMAT: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 1.9M |
-7.1% |
| $484.5M |
| 1.3% |
| $259.97 |
0 |
| 2025-Q3 | Decreased | 2M | -27.7% | $415.5M | 1.1% | $204.55 | 0 |
| 2025-Q2 | Decreased | 2.8M | -9.1% | $514.1M | 1.5% | $182.33 | 0 |
| 2025-Q1 | Increased | 3.1M | +7.8% | $448.2M | 1.3% | $143.95 | 53 |
| 2024-Q4 | Increased | 2.9M | +9.7% | $467.4M | 1.4% | $162.02 | 54 |
| 2024-Q3 | Increased | 2.6M | +48.8% | $527.7M | 1.6% | $202.41 | 68 |
| 2024-Q2 | Increased | 1.8M | +36.8% | $414.3M | 1.3% | $232.66 | 64 |