Back to Egerton Capital (UK) LLP Egerton Capital (UK) LLP

AMATAMAT
8 quarters

Position history for Egerton Capital (UK) LLPEgerton Capital (UK) LLP's holdings in APPLIED MATERIALS INC

Egerton Capital (UK) LLP holds 521,065 shares of AMAT (APPLIED MATERIALS INC), worth $376.7M as of 2026-Q2. This is a new position. AMAT represents 3.6% of Egerton Capital (UK) LLP's portfolio.

Current Value

$376.7M

Current Shares

521,065

Total Value Change

+$113M

Total Shares Change

-1.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
521,065
-
$376.7M3.6%$723.00
87
2023-Q3
Exited
0
-100.0%
$00.0%$135.39
0
2023-Q2
Decreased
2.6M
-3.4%
$380M3.9%$141.04
0
2023-Q1
Increased
2.7M
+10.2%
$334.4M3.6%$119.54
64
2022-Q4
Decreased
2.5M
-57.9%
$240.5M2.1%$94.55
0
2022-Q3
Increased
5.9M
+19.5%
$480.4M3.7%$79.36
69
2022-Q2
Increased
4.9M
+145.2%
$446.4M3.0%$87.90
94
2022-Q1
New
2M
-
$263.7M1.4%$127.03
71

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

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