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a16z Perennial Management’s Applied Materials AMAT Stock Holding History

a16z Perennial Management’s Portfolio AMAT Stock Details AMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,512
Closed -$517K – 66
2026
Q1 		$517K Sell
1,512
-193
-11% -$64.9K 0.04% 65
2025
Q4 		$438K Buy
1,705
+218
+15% +$52.3K 0.03% 82
2025
Q3 		$304K Buy
+1,487
New +$270K 0.02% 90

Other funds holding AMAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

a16z Perennial Management's AMAT Position: Q2 2026 in Review

a16z Perennial Management sold out of Applied Materials (AMAT) in Q2 2026, closing a stake of 1,512 shares — an estimated $517K sold.

a16z Perennial Management first reported a position in AMAT in Q3 2025 and held it in 3 quarters. The position peaked at $517K in Q1 2026. 1,131 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • a16z Perennial Management reported no remaining Applied Materials position as of Q2 2026 after selling out during the quarter.
  • a16z Perennial Management sold 1,512 Applied Materials shares in Q2 2026, an estimated $517K.
  • a16z Perennial Management first reported a position in Applied Materials in Q3 2025 and held it in 3 quarters.
  • a16z Perennial Management's Applied Materials position peaked at $517K in Q1 2026.
  • 1,131 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on a16z Perennial Management's 13F filing for Q2 2026, filed 24 Jul 2026.