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SAWGRASS ASSET MANAGEMENT LLC → AMAT

SAWGRASS ASSET MANAGEMENT LLC AMAT Position History

Applied Materials, Inc. • Technology

Quarters held
4
Latest value
$14.2M
Q3 2026
Peak value
$20.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$8.7M
Q1 2026$11.2M
Q2 2026$20.3M
Q3 2026$14.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$14.2M27.8K——
Q2 2026$20.3M28.1K——
Q1 2026$11.2M32.9K——
Q4 2025$8.7M33.8K——

Other funds holding AMAT

Other SAWGRASS ASSET MANAGEMENT LLC positions

AAPL

APPLE INC

$49.5M
MSFT

MICROSOFT CORP

$47.9M
MSFT

MICROSOFT CORP

$46.7M
NVDA

NVIDIA CORPORATION

$44.7M
AAPL

APPLE INC

$43.4M
AAPL

APPLE INC

$42.9M
GOOGN

ALPHABET INC

$40.5M
NVDA

NVIDIA CORPORATION

$40.1M