AMAT · NASDAQ · Semiconductor Materials & Equipment
Among this manager's largest new positions for Q2 2026. From a 13F filed Aug 14, 2026 covering holdings at Jun 30, 2026 — a quarter-end snapshot, not a live trade.
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.
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.
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.
Institutions reporting a stake, Q2 2026
3,487
+545 vs Q1 2026
Share of stock reported
83.7%
664M of 794M shares outstanding
Change vs Q1 2026
+9.22M shares
667 new positions, 120 positions closed
Reported in 13F filings, which cover managers over $100M and include double counting. A 13F shows holdings on the last day of the quarter, not when shares were bought or sold. Change counts the 3,440 managers that reported both quarters.
Source: SEC Form 13F data sets, every filer, common stock only (options and bonds left out); 61 managers also reported puts and 64 managers calls. Amendments are applied; lines whose value was filed in thousands are scaled, and lines whose shares and value disagree are left out.
