AMAT position history
The shares of Applied Materials (AMAT) that Egerton Capital (UK) LLP reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2022 Q1: 4,001,998 shares, $527M, 2.8% of portfolio, New
- 2022 Q2: 4,907,042 shares, $446M, 3.0% of portfolio, Add +22.6%
- 2022 Q3: 5,863,402 shares, $480M, 3.7% of portfolio, Add +19.5%
- 2022 Q4: 2,469,856 shares, $241M, 2.1% of portfolio, Reduce −57.9%
- 2023 Q1: 2,722,141 shares, $334M, 3.6% of portfolio, Add +10.2%
- 2023 Q2: 2,629,188 shares, $380M, 3.9% of portfolio, Reduce −3.4%
- 2023 Q3: not held, Exit
- 2023 Q4: not held
- 2024 Q1: not held
- 2024 Q2: not held
- 2024 Q3: not held
- 2024 Q4: not held
- 2025 Q1: not held
- 2025 Q2: not held
- 2025 Q3: not held
- 2025 Q4: not held
- 2026 Q1: not held
- 2026 Q2: 521,065 shares, $377M, 3.6% of portfolio, New
- 2026 Q3: not held, Exit
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|