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AMAT
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Position history for VAValue Aligned Research Advisors, LLC's holdings in Applied Materials, Inc.
Yes. Value Aligned Research Advisors holds 69,591 shares of AMAT (Applied Materials), worth $50.3M, as of its Q2 2026 13F filing. It reduced the position by 662,113 shares (-90.5%) from Q1 2026. Value Aligned Research Advisors has held AMAT since Q1 2025, across 6 quarterly 13F filings. AMAT is 0.1% of Value Aligned Research Advisors' reported 13F portfolio.
Current Value
$50.3M
Current Shares
69,591
Total Value Change
+$1.5M
Total Shares Change
-172,013
Quarter-by-Quarter History
Other major holders of AMAT: BlackRock, Inc., Vanguard Capital Management LLC, State Street Corp., Invesco Ltd.