Gunderson Capital Management’s Applied Materials AMAT Stock Holding History

Gunderson Capital 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	$17.8M	Buy	24,570 +1,472	+6%	+$679K	4.8%	4
2026 Q1	$7.89M	Buy	+23,098	New	+$7.77M	3.3%	14

Other funds holding AMAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Gunderson Capital Management's AMAT Position: Q2 2026 in Review

Gunderson Capital Management increased its Applied Materials (AMAT) stake by 6.4% in Q2 2026, buying an estimated $679K and bringing the position to 24,570 shares worth $17.8M. The position accounts for 4.8% of the portfolio, ranked #4.

Gunderson Capital Management first reported a position in AMAT in Q1 2026 and has held it in 2 quarters since. 1,461 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Gunderson Capital Management held 24,570 shares of Applied Materials worth $17.8M as of Q2 2026.
Gunderson Capital Management bought 1,472 Applied Materials shares in Q2 2026, an estimated $679K.
Applied Materials made up 4.8% of Gunderson Capital Management's portfolio in Q2 2026, its #4 holding.
Gunderson Capital Management first reported a position in Applied Materials in Q1 2026 and has held it in 2 quarters since.
1,461 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Gunderson Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.