Jackson Square Capital’s Applied Materials AMAT Stock Holding History

Jackson Square Capital’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	$12.2M	Buy	16,863 +10,544	+167%	+$4.86M	1.7%	19
2026 Q1	$2.16M	Buy	+6,319	New	+$2.13M	0.45%	50
2020 Q4	–	Sell	-436	Closed	-$26K	–	154
2020 Q3	$26K	Hold	436	–	–	0.01%	210
2020 Q2	$26K	Sell	436 -258	-37%	-$13.9K	0.01%	186
2020 Q1	$32K	Hold	694	–	–	0.02%	143
2019 Q4	$42K	Buy	+694	New	+$39K	0.02%	157

Other funds holding AMAT

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

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Jackson Square Capital's AMAT Position: Q2 2026 in Review

Jackson Square Capital increased its Applied Materials (AMAT) stake by 167% in Q2 2026, buying an estimated $4.86M and bringing the position to 16,863 shares worth $12.2M. The position accounts for 1.7% of the portfolio, ranked #19.

Jackson Square Capital first reported a position in AMAT in Q4 2019 and has held it in 6 quarters since. 750 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

Jackson Square Capital held 16,863 shares of Applied Materials worth $12.2M as of Q2 2026.
Jackson Square Capital bought 10,544 Applied Materials shares in Q2 2026, an estimated $4.86M.
Applied Materials made up 1.7% of Jackson Square Capital's portfolio in Q2 2026, its #19 holding.
Jackson Square Capital first reported a position in Applied Materials in Q4 2019 and has held it in 6 quarters since.
750 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

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