Question 1

Does Alkeon Capital Management own AMAT stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Alkeon Capital Management holds 1,504,800 shares of AMAT (Applied Materials), worth $1.1B.

Question 2

How many shares of AMAT does Alkeon Capital Management own?

Accepted Answer

As of its Q2 2026 13F, Alkeon Capital Management holds 1,504,800 shares of AMAT (Applied Materials).

Question 3

What is Alkeon Capital Management's AMAT position worth?

Accepted Answer

As of its Q2 2026 13F, Alkeon Capital Management's AMAT position is worth $1.1B.

Question 4

Is Alkeon Capital Management buying or selling AMAT?

Accepted Answer

In Q2 2026, Alkeon Capital Management opened a new AMAT position of 1,504,800 shares.

Question 5

When did Alkeon Capital Management first buy AMAT?

Accepted Answer

Alkeon Capital Management already held AMAT in its Q4 2018 13F, the earliest on record, and has listed it in 15 quarterly 13F filings.

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%	$203.83	0
2025-Q2	Unchanged	45,000	0.0%	$8.2M	0.0%	$181.74	0
2025-Q1	Unchanged	45,000	0.0%	$6.5M	0.0%	$143.65	0
2024-Q4	Decreased	45,000	-97.6%	$7.3M	0.0%	$160.62	0
2024-Q3	Increased	1.9M	+87.7%	$379.3M	0.7%	$199.08	69