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AMATAMAT
17 quarters

Position history for ALKEON CAPITAL MANAGEMENT LLCALKEON CAPITAL MANAGEMENT LLC's holdings in APPLIED MATERIALS INC

ALKEON CAPITAL MANAGEMENT LLC holds 1.5M shares of AMAT (APPLIED MATERIALS INC), worth $1.1B as of 2026-Q2. This is a new position. AMAT represents 1.5% of ALKEON CAPITAL MANAGEMENT LLC's portfolio.

Current Value

$1.1B

Current Shares

1.5M

Total Value Change

+$1B

Total Shares Change

+54,501

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
1.5M
-
$1.1B1.5%$723.00
73
2025-Q3
Exited
0
-100.0%
$00.0%$204.55
0
2025-Q2
Unchanged
45,000
0.0%
$8.2M0.0%$182.33
0
2025-Q1
Unchanged
45,000
0.0%
$6.5M0.0%$143.95
0
2024-Q4
Decreased
45,000
-97.6%
$7.3M0.0%$162.02
0
2024-Q3
Increased
1.9M
+87.7%
$379.3M0.7%$202.41
69
2024-Q2
New
1M
-
$236M0.4%$232.66
51
2021-Q1
Exited
0
-100.0%
$00.0%$121.62
0
2020-Q4
Unchanged
1.4M
0.0%
$123.4M0.2%$83.30
0
2020-Q3
Unchanged
1.4M
0.0%
$85M0.2%$56.95
0
2020-Q2
Unchanged
1.4M
0.0%
$86.5M0.2%$56.20
0
2020-Q1
Unchanged
1.4M
0.0%
$65.5M0.3%$44.83
0
2019-Q4
Unchanged
1.4M
0.0%
$87.3M0.3%$57.57
0
2019-Q3
Unchanged
1.4M
0.0%
$71.4M0.3%$46.55
0
2019-Q2
Decreased
1.4M
-1.4%
$64.2M0.3%$42.10
0
2019-Q1
Unchanged
1.5M
0.0%
$57.5M0.3%$36.99
0
2018-Q4
New
1.5M
-
$47.5M0.3%$30.05
48

Other major holders of AMAT: BNP PARIBAS FINANCIAL MARKETS, BlackRock, Inc., VANGUARD CAPITAL MANAGEMENT LLC, STATE STREET CORP

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