Back to JA Jericho Capital Asset Management L.P.

AMATAMAT
2 quarters

Position history for JAJericho Capital Asset Management L.P.'s holdings in APPLIED MATERIALS INC

Jericho Capital Asset Management L.P. holds 553,927 shares of AMAT (APPLIED MATERIALS INC), worth $400.5M as of 2026-Q2. The position was decreased (-38.8% shares). AMAT represents 3.3% of Jericho Capital Asset Management L.P.'s portfolio.

Current Value

$400.5M

Current Shares

553,927

Total Value Change

+$91.4M

Total Shares Change

-350,428

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
553,927
-38.8%
$400.5M3.3%$723.00
0
2026-Q1
New
904,355
-
$309.1M4.6%$341.37
87

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

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