Back to AMAT

PARNASSUS INVESTMENTS, LLC → AMAT

PARNASSUS INVESTMENTS, LLC AMAT Position History

Applied Materials, Inc. • Technology

Quarters held
4
Latest value
$827.8M
Q3 2026
Peak value
$1.8B
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$829.3M
Q1 2026$1B
Q2 2026$1.8B
Q3 2026$827.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$827.8M1.62M——
Q2 2026$1.8B2.53M——
Q1 2026$1B2.98M——
Q4 2025$829.3M3.23M——

Other funds holding AMAT

Other PARNASSUS INVESTMENTS, LLC positions

MSFT

MICROSOFT CORP

$2.2B
GOOGN

ALPHABET INC

$2.2B
MSFT

MICROSOFT CORP

$2.1B
GOOGN

ALPHABET INC

$2B
AMZN

AMAZON COM INC

$1.9B
GOOGN

ALPHABET INC

$1.9B
AMZN

AMAZON COM INC

$1.8B
NVDA

NVIDIA CORPORATION

$1.8B