Night Owl Capital Management’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Other funds holding AMAT
Night Owl Capital Management's AMAT Position: Q2 2026 in Review
Night Owl Capital Management increased its Applied Materials (AMAT) stake by 209% in Q2 2026, buying an estimated $27.5M and bringing the position to 88,107 shares worth $63.7M. The position accounts for 6.69% of the portfolio, ranked #5.
Night Owl Capital Management first reported a position in AMAT in Q1 2026 and has held it in 2 quarters since. 3,494 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.
- Night Owl Capital Management held 88,107 shares of Applied Materials worth $63.7M as of Q2 2026.
- Night Owl Capital Management bought 59,582 Applied Materials shares in Q2 2026, an estimated $27.5M.
- Applied Materials made up 6.69% of Night Owl Capital Management's portfolio in Q2 2026, its #5 holding.
- Night Owl Capital Management first reported a position in Applied Materials in Q1 2026 and has held it in 2 quarters since.
- 3,494 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.
Based on Night Owl Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.