Question 1

How many shares of AMAT does Mariner, LLC own?

Accepted Answer

As of 2026-Q2, Mariner, LLC holds 649,877 shares of AMAT (APPLIED MATERIALS INC).

Question 2

What is Mariner, LLC's AMAT position worth?

Accepted Answer

As of 2026-Q2, Mariner, LLC's AMAT position is worth $469.7M.

Question 3

Is Mariner, LLC buying or selling AMAT?

Accepted Answer

In 2026-Q2, Mariner, LLC increased their AMAT position (+29.4% change in shares).

Question 4

When did Mariner, LLC first buy AMAT?

Accepted Answer

Based on available 13F filings, Mariner, LLC first reported a position in AMAT in 2024-Q3. They have held the position across 31 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	649,877	+29.4%	$469.7M	0.5%	$723.00	47
2026-Q1	Increased	502,097	+62.6%	$171.5M	0.2%	$351.32	53
2025-Q4	Increased	308,823	+7.2%	$79.4M	0.1%	$259.97	32
2025-Q3	Decreased	288,063	-1.0%	$59M	0.1%	$204.55	0
2025-Q2	Increased	291,013	+6.6%	$53.3M	0.1%	$182.33	31
2025-Q1	Decreased	273,073	-4.4%	$39.6M	0.1%	$143.95	0
2024-Q4	Decreased	285,710	-18.6%	$46.5M	0.1%	$162.02	0
2024-Q3	Increased	350,890	+4.9%	$70.9M	0.1%	$202.41	37