NAYA Capital Management (UK)’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $180M | Sell |
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|
2025
Q2 | $496M | Buy |
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|
2025
Q1 | $348M | Buy |
|
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|
2024
Q4 | $295M | Buy |
|
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|
2024
Q3 | $299M | Sell |
|
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|
2024
Q2 | $374M | Sell |
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|
2024
Q1 | $342M | Sell |
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|
2023
Q4 | $290M | Buy |
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|
2023
Q3 | $227M | Buy |
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|
2023
Q2 | $204M | Buy |
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|
2023
Q1 | $75.9M | Buy |
|