Position history for Value Aligned Research Advisors, LLC's holdings in APPLIED MATLS INC
Value Aligned Research Advisors, LLC holds 731,704 shares of AMAT (APPLIED MATLS INC), worth $250.1M as of 2026-Q1. The position was increased (+36.0% shares). AMAT represents 1.2% of Value Aligned Research Advisors, LLC's portfolio.
Current Value
$250.1M
Current Shares
731,704
Total Value Change
+$189.2M
Total Shares Change
+473,796
Other major holders of AMAT: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 731,704 |
+36.0% |
| $250.1M |
| 1.2% |
| $351.32 |
63 |
| 2025-Q4 | Increased | 538,231 | +117.1% | $138.3M | 1.4% | $259.97 | 78 |
| 2025-Q3 | Increased | 247,969 | +123.9% | $50.8M | 0.6% | $204.55 | 68 |
| 2025-Q2 | Increased | 110,764 | +93.7% | $20.3M | 0.4% | $182.33 | 55 |
| 2025-Q1 | New | 57,188 | - | $8.3M | 0.6% | $143.95 | 55 |
| 2024-Q4 | Exited | 0 | -100.0% | $0 | 0.0% | $162.02 | 0 |
| 2024-Q3 | Decreased | 241,604 | -6.3% | $48.8M | 12.7% | $202.41 | 0 |
| 2024-Q2 | Increased | 257,908 | +0.3% | $60.9M | 13.3% | $232.66 | 60 |