Munro Partners’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Other funds holding AMAT
Munro Partners's AMAT Position: Q2 2026 in Review
Munro Partners opened a new position in Applied Materials (AMAT) in Q2 2026: 278,565 shares worth $201M. The stake represents 4.44% of the portfolio and ranks #5 among its holdings. This is a return to the name: Munro Partners previously reported a position in AMAT as recently as Q4 2024.
Munro Partners first reported a position in AMAT in Q2 2023 and has held it in 8 quarters since. 3,517 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.
- Munro Partners held 278,565 shares of Applied Materials worth $201M as of Q2 2026.
- Applied Materials was a new Munro Partners position in Q2 2026.
- Applied Materials made up 4.44% of Munro Partners's portfolio in Q2 2026, its #5 holding.
- Munro Partners first reported a position in Applied Materials in Q2 2023 and has held it in 8 quarters since.
- 3,517 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.
Based on Munro Partners's 13F filing for Q2 2026, filed 10 Aug 2026.