Next Century Growth Investors’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
$7.85M Sell
10,860
-2,507
-19% -$1.16M 0.42% 70
2026
Q1
$4.57M Buy
+13,367
New +$4.5M 0.33% 85
2015
Q3
Sell
-47,299
Closed -$909K 177
2015
Q2
$909K Sell
47,299
-295,313
-86% -$6.06M 0.03% 181
2015
Q1
$7.73M Sell
342,612
-7,160
-2% -$172K 0.27% 115
2014
Q4
$8.72M Buy
349,772
+34,049
+11% +$769K 0.31% 88
2014
Q3
$6.82M Sell
315,723
-87,129
-22% -$1.93M 0.24% 108
2014
Q2
$9.08M Buy
+402,852
New +$8.22M 0.29% 93

Other funds holding AMAT

Next Century Growth Investors's AMAT Position: Q2 2026 in Review

Next Century Growth Investors reduced its Applied Materials (AMAT) stake by 19% in Q2 2026, selling an estimated $1.16M and leaving 10,860 shares worth $7.85M. The position accounts for 0.42% of the portfolio, ranked #70.

Next Century Growth Investors first reported a position in AMAT in Q2 2014 and has held it in 7 quarters since. The position peaked at $9.08M in Q2 2014. 3,494 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

  • Next Century Growth Investors held 10,860 shares of Applied Materials worth $7.85M as of Q2 2026.
  • Next Century Growth Investors sold 2,507 Applied Materials shares in Q2 2026, an estimated $1.16M.
  • Applied Materials made up 0.42% of Next Century Growth Investors's portfolio in Q2 2026, its #70 holding.
  • Next Century Growth Investors first reported a position in Applied Materials in Q2 2014 and has held it in 7 quarters since.
  • Next Century Growth Investors's Applied Materials position peaked at $9.08M in Q2 2014.
  • 3,494 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on Next Century Growth Investors's 13F filing for Q2 2026, filed 14 Aug 2026.