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Midway Capital Research & Management → AMAT

Midway Capital Research & Management AMAT Position History

Applied Materials, Inc. • Technology

Quarters held
4
Latest value
$13.8M
Q3 2026
Peak value
$19.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$7.7M
Q1 2026$9.9M
Q2 2026$19.9M
Q3 2026$13.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$13.8M27.1K——
Q2 2026$19.9M27.5K——
Q1 2026$9.9M29.0K——
Q4 2025$7.7M29.8K——

Other funds holding AMAT

Other Midway Capital Research & Management positions

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APH

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AAPL

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APH

AMPHENOL CORP

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JLL

JONES LANG LASALLE INC

$6M
MA

MASTERCARD INCORPORATED

$5.7M