Fund holdings

Tiger Global disclosed a reduced position in AMAT for Q2 2026

Holdings as of Jun 30, 2026 (Q2 2026) · Filed Aug 14, 2026

1.63M
Shares reported · -25K vs prior quarter: 4.9%
Disclosed portfolio weight: $1.18B
Reported value

Why it stands out

3 tracked managers disclosed the same change for Q2 2026. From a 13F filed Aug 14, 2026 covering holdings at Jun 30, 2026 — a quarter-end snapshot, not a live trade.

Written from the filing's own figures. OQRO describes what was reported and never tells you what to buy or sell

View the official recordSEC Form 13F-HR — Institutional Investment Manager Holdings Report

All the details

Dates, kept separate

Transaction date: Not disclosed
Holdings as of (quarter end): Jun 30, 2026
Filed with the SEC: Aug 14, 2026

Reduced4.9% of disclosed portfolio-2% shares3 tracked managers

Context

Change vs prior quarter

Reduced

Compared with the manager's Q1 2026 13F

Shares, prior quarter

1,656,900

Shares, this quarter

1,632,210

Share-count change

-1.5%

Share count drives classification; reported value also moves with price

Weight in disclosed 13F portfolio

4.92%

Within the filing's reported positions, not the manager's total assets

Tracked managers with the same change

3

For Q2 2026

Source receipt

Record ID: 0000919574-26-005427
Filed / recorded: Aug 14, 2026, 6:03 PM UTC
Added to OQRO: Oct 2, 2026, 9:25 AM UTC
Parser: 13f-infotable-v1
Data quality: Verified: identifiers matched exactly
Issuer (as reported): APPLIED MATLS INC
CUSIP: 038222105
Quarter end: Jun 30, 2026
Prior quarter end: Mar 31, 2026
Shares, prior: 1,656,900
Shares, current: 1,632,210
Reported value: $1,180,087,830
Split-adjusted: No

Around the same time

Director sold4w ago

~$465KReported value · 1,000 sh @ $465.00

27K → 26K shares held−4% of their stake

A board member of Applied Materials sold $465K of Applied Materials shares. Nobody planned it ahead of time.

Why it stands out Official record

Director plans to sell ~$465K of Applied Materials

Planned, from pay4w ago

5w ago

279Shares

Compensation award — excluded from discretionary-purchase analysis.