Back to AMAT
North Growth Management Ltd. → AMAT
North Growth Management Ltd. AMAT Position History
Applied Materials, Inc. • Technology
Quarters held
5
Latest value
$45.4M
Q3 2026
Peak value
$65.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $29.6M |
| Q4 2025 | $34.1M |
| Q1 2026 | $38.1M |
| Q2 2026 | $65.8M |
| Q3 2026 | $45.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $45.4M | 89.0K | — | — |
| Q2 2026 | $65.8M | 91.0K | — | — |
| Q1 2026 | $38.1M | 111.0K | — | — |
| Q4 2025 | $34.1M | 133.0K | — | — |
| Q3 2025 | $29.6M | 144.0K | — | — |
Other funds holding AMAT
$27.6B
$27.6B
$12.8B
$6.3B
$5B
$4.4B