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COATUE MANAGEMENT LLC AMAT Position History
Applied Materials, Inc. • Technology
Quarters held
21
Latest value
$17M
Q2 2026
Peak value
$1.1B
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $18.2M |
| Q4 2025 | $490.7M |
| Q4 2025 | $590M |
| Q4 2025 | $211.7M |
| Q4 2025 | $79M |
| Q4 2025 | $126M |
| Q4 2025 | $22.4M |
| Q1 2026 | $716.3M |
| Q1 2026 | $155.4M |
| Q1 2026 | $88.1M |
| Q1 2026 | $535.6M |
| Q1 2026 | $20M |
| Q1 2026 | $257.1M |
| Q1 2026 | $21.3M |
| Q2 2026 | $203.2M |
| Q2 2026 | $1.1B |
| Q2 2026 | $69.3M |
| Q2 2026 | $1.1B |
| Q2 2026 | $26.8M |
| Q2 2026 | $541.1M |
| Q2 2026 | $17M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $17M | 23.5K | — | — |
| Q2 2026 | $541.1M | 748.5K | — | — |
| Q2 2026 | $26.8M | 37.0K | — | — |
| Q2 2026 | $1.1B | 1.57M | — | — |
| Q2 2026 | $69.3M | 95.9K | — | — |
| Q2 2026 | $1.1B | 1.46M | — | — |
| Q2 2026 | $203.2M | 281.1K | — | — |
| Q1 2026 | $21.3M | 62.4K | — | — |
| Q1 2026 | $257.1M | 752.1K | — | — |
| Q1 2026 | $20M | 58.4K | — | — |
| Q1 2026 | $535.6M | 1.57M | — | — |
| Q1 2026 | $88.1M | 257.9K | — | — |
| Q1 2026 | $155.4M | 454.6K | — | — |
| Q1 2026 | $716.3M | 2.10M | — | — |
| Q4 2025 | $22.4M | 87.2K | — | — |
| Q4 2025 | $126M | 490.2K | — | — |
| Q4 2025 | $79M | 307.2K | — | — |
| Q4 2025 | $211.7M | 823.6K | — | — |
| Q4 2025 | $590M | 2.30M | — | — |
| Q4 2025 | $490.7M | 1.91M | — | — |
| Q4 2025 | $18.2M | 70.8K | — | — |
Other funds holding AMAT
$27.6B
$27.6B
$12.8B
$6.3B
$5B
$4.4B