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Stephen Mandel → AMAT via LONE PINE CAPITAL LLC
Stephen Mandel AMAT Position History
Applied Materials, Inc. • Technology
Quarters held
1
Latest value
$873.2M
Q2 2026
Peak value
$873.2M
First seen
Q2 2026
Quarter-by-quarter history
Every disclosed snapshot
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $873.2M | 1.21M | — | — |