Question 1

How many shares of AMAT does Tredje AP-fonden own?

Accepted Answer

As of 2026-Q2, Tredje AP-fonden holds 278,914 shares of AMAT (APPLIED MATLS INC).

Question 2

What is Tredje AP-fonden's AMAT position worth?

Accepted Answer

As of 2026-Q2, Tredje AP-fonden's AMAT position is worth $201.7M.

Question 3

Is Tredje AP-fonden buying or selling AMAT?

Accepted Answer

In 2026-Q2, Tredje AP-fonden increased their AMAT position (+20.3% change in shares).

Question 4

When did Tredje AP-fonden first buy AMAT?

Accepted Answer

Based on available 13F filings, Tredje AP-fonden first reported a position in AMAT in 2024-Q3. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	278,914	+20.3%	$201.7M	0.9%	$723.00	51
2026-Q1	New	231,828	—	$79.2M	0.4%	$341.37	49
2025-Q3	Exited	0	-100.0%	$0	0.0%	$203.83	0
2025-Q2	Increased	135,000	+381.3%	$24.7M	0.2%	$181.74	55
2025-Q1	Decreased	28,049	-89.5%	$4.1M	0.0%	$143.65	0
2024-Q4	Decreased	266,881	-2.4%	$43.4M	0.4%	$160.62	0
2024-Q3	Increased	273,549	+22.1%	$55.3M	0.5%	$199.08	50