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AMATAMAT
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Position history for VAValue Aligned Research Advisors, LLC's holdings in APPLIED MATLS INC

Value Aligned Research Advisors, LLC holds 69,591 shares of AMAT (APPLIED MATLS INC), worth $50.3M as of 2026-Q2. The position was decreased (-90.5% shares). AMAT represents 0.1% of Value Aligned Research Advisors, LLC's portfolio.

Current Value

$50.3M

Current Shares

69,591

Total Value Change

+$1.5M

Total Shares Change

-172,013

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
69,591
-90.5%
$50.3M0.1%$722.23
0
2026-Q1
Increased
731,704
+36.0%
$250.1M1.2%$341.37
63
2025-Q4
Increased
538,231
+117.1%
$138.3M1.4%$256.35
78
2025-Q3
Increased
247,969
+123.9%
$50.8M0.6%$203.83
68
2025-Q2
Increased
110,764
+93.7%
$20.3M0.4%$181.74
55
2025-Q1
New
57,188
-
$8.3M0.6%$143.65
55
2024-Q4
Exited
0
-100.0%
$00.0%$160.62
0
2024-Q3
Decreased
241,604
-6.3%
$48.8M12.7%$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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