Question 1

How many shares of AMAT does D1 Capital Partners L.P. own?

Accepted Answer

D1 Capital Partners L.P. previously held 0 shares of AMAT (APPLIED MATERIALS INC) before exiting the position in 2025-Q2.

Question 2

What is D1 Capital Partners L.P.'s AMAT position worth?

Accepted Answer

D1 Capital Partners L.P.'s AMAT position was last reported at $0 in 2025-Q2 before the exit.

Question 3

Is D1 Capital Partners L.P. buying or selling AMAT?

Accepted Answer

In 2025-Q2, D1 Capital Partners L.P. exited their AMAT position entirely (-100.0% change in shares).

Question 4

When did D1 Capital Partners L.P. first buy AMAT?

Accepted Answer

Based on available 13F filings, D1 Capital Partners L.P. first reported a position in AMAT in 2024-Q4. They have held the position across 6 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2025-Q2 Latest	Exited	0	-100.0%	$0	0.0%	$181.74	0
2025-Q1	Increased	205,000	+13.1%	$29.7M	0.5%	$143.65	40
2024-Q4	New	181,283	—	$29.5M	0.5%	$160.62	49