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AMATAMAT

Showing 8 of 31 quarters

Position history for Mariner, LLCMariner, LLC's holdings in Applied Materials, Inc.

Yes. Mariner holds 649,877 shares of AMAT (Applied Materials), worth $469.7M, as of its Q2 2026 13F filing. It increased the position by 147,780 shares (+29.4%) from Q1 2026. Mariner has held AMAT in every 13F on record since Q4 2018, 31 quarterly filings. AMAT is 0.5% of Mariner's reported 13F portfolio.

Current Value

$469.7M

Current Shares

649,877

Total Value Change

+$398.8M

Total Shares Change

+298,987

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
649,877
+29.4%
$469.7M0.5%$722.23
47
2026-Q1
Increased
502,097
+62.6%
$171.5M0.2%$341.00
53
2025-Q4
Increased
308,823
+7.2%
$79.4M0.1%$256.08
32
2025-Q3
Decreased
288,063
-1.0%
$59M0.1%$203.61
0
2025-Q2
Increased
291,013
+6.6%
$53.3M0.1%$181.54
31
2025-Q1
Decreased
273,073
-4.4%
$39.6M0.1%$143.50
0
2024-Q4
Decreased
285,710
-18.6%
$46.5M0.1%$160.45
0
2024-Q3
Increased
350,890
+4.9%
$70.9M0.1%$199.08
37

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