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Carmel Capital Management L.L.C. → AMAT

Carmel Capital Management L.L.C. AMAT Position History

Applied Materials, Inc. • Technology

Quarters held
5
Latest value
$40.4M
Q3 2026
Peak value
$57.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$18.8M
Q4 2025$23.5M
Q1 2026$30.4M
Q2 2026$57.3M
Q3 2026$40.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$40.4M78.9K——
Q2 2026$57.3M79.3K——
Q1 2026$30.4M88.8K——
Q4 2025$23.5M91.4K——
Q3 2025$18.8M91.8K——

Other funds holding AMAT

Other Carmel Capital Management L.L.C. positions

AVGO

BROADCOM INC

$53.4M
VST

VISTRA CORP

$50.1M
AVGO

BROADCOM INC

$49.5M
AVGO

BROADCOM INC

$49.3M
AVGO

BROADCOM INC

$48.6M
AVGO

BROADCOM INC

$43.8M
VST

VISTRA CORP

$41.2M
VST

VISTRA CORP

$40.7M