Question 1

How many shares of AMAT does ALKEON CAPITAL MANAGEMENT LLC own?

Accepted Answer

As of 2026-Q2, ALKEON CAPITAL MANAGEMENT LLC holds 1.5M shares of AMAT (APPLIED MATERIALS INC).

Question 2

What is ALKEON CAPITAL MANAGEMENT LLC's AMAT position worth?

Accepted Answer

As of 2026-Q2, ALKEON CAPITAL MANAGEMENT LLC's AMAT position is worth $1.1B.

Question 3

Is ALKEON CAPITAL MANAGEMENT LLC buying or selling AMAT?

Accepted Answer

In 2026-Q2, ALKEON CAPITAL MANAGEMENT LLC opened a new position in AMAT.

Question 4

When did ALKEON CAPITAL MANAGEMENT LLC first buy AMAT?

Accepted Answer

Based on available 13F filings, ALKEON CAPITAL MANAGEMENT LLC first reported a position in AMAT in 2024-Q3. They have held the position across 17 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	New	1.5M	—	$1.1B	1.5%	$723.00	73
2025-Q3	Exited	0	-100.0%	$0	0.0%	$204.55	0
2025-Q2	Unchanged	45,000	0.0%	$8.2M	0.0%	$182.33	0
2025-Q1	Unchanged	45,000	0.0%	$6.5M	0.0%	$143.95	0
2024-Q4	Decreased	45,000	-97.6%	$7.3M	0.0%	$162.02	0
2024-Q3	Increased	1.9M	+87.7%	$379.3M	0.7%	$202.41	69