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Capelight Capital Asset Management LP → AMAT
Capelight Capital Asset Management LP AMAT Position History
Applied Materials, Inc. • Technology
Quarters held
6
Latest value
$8.2M
Q3 2026
Peak value
$12.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.6M |
| Q4 2025 | $2.6M |
| Q1 2026 | $6.8M |
| Q1 2026 | $6.8M |
| Q2 2026 | $12.3M |
| Q3 2026 | $8.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.2M | 16.0K | — | — |
| Q2 2026 | $12.3M | 17.0K | — | — |
| Q1 2026 | $6.8M | 20.0K | — | — |
| Q1 2026 | $6.8M | 20.0K | — | — |
| Q4 2025 | $2.6M | 10.0K | — | — |
| Q4 2025 | $2.6M | 10.0K | — | — |
Other funds holding AMAT
$27.6B
$27.6B
$12.8B
$6.3B
$5B
$4.4B