Jackson Square Capital’s Applied Materials AMAT Stock Holding History

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

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.