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AMATAMAT
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Position history for RLRokos Capital Management LLP's holdings in APPLIED MATERIALS INC

Rokos Capital Management LLP holds 146,184 shares of AMAT (APPLIED MATERIALS INC), worth $105.7M as of 2026-Q2. The position was increased (+8.2% shares). AMAT represents 0.4% of Rokos Capital Management LLP's portfolio.

Current Value

$105.7M

Current Shares

146,184

Total Value Change

+$105.7M

Total Shares Change

+146,184

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
146,184
+8.2%
$105.7M0.4%$723.00
39
2026-Q1
Decreased
135,093
-61.9%
$46.2M0.3%$341.37
0
2025-Q4
Increased
354,754
+6416.4%
$91.2M0.4%$256.35
58
2025-Q3
New
5,444
-
$1.1M0.0%$203.83
35
2024-Q3
Exited
0
-100.0%
$00.0%$199.08
0

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

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