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AMATAMAT

Showing 8 of 10 quarters

Position history for EdgePoint Investment Group Inc.EdgePoint Investment Group Inc.'s holdings in APPLIED MATLS INC

Yes. EdgePoint Investment Group holds 360,862 shares of AMAT (Applied Matls), worth $260.9M, as of its Q2 2026 13F filing. It reduced the position by 616,900 shares (-63.1%) from Q1 2026. EdgePoint Investment Group has held AMAT since Q1 2024, across 10 quarterly 13F filings. AMAT is 2.0% of EdgePoint Investment Group's reported 13F portfolio.

Current Value

$260.9M

Current Shares

360,862

Total Value Change

-$316.4M

Total Shares Change

-2.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
360,862
-63.1%
$260.9M2.0%$723.00
0
2026-Q1
Decreased
977,762
-57.3%
$334.2M2.7%$341.37
0
2025-Q4
Decreased
2.3M
-52.4%
$588.9M4.8%$256.35
0
2025-Q3
Decreased
4.8M
-3.5%
$986.4M7.4%$203.83
0
2025-Q2
Increased
5M
+3.6%
$913.8M6.9%$181.74
65
2025-Q1
Increased
4.8M
+23.1%
$699.3M5.7%$143.65
75
2024-Q4
Increased
3.9M
+37.0%
$636.5M5.0%$160.62
81
2024-Q3
Increased
2.9M
+341.0%
$577.3M4.6%$199.08
94

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