Night Squared’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Other funds holding AMAT
Night Squared's AMAT Position: Q2 2026 in Review
Night Squared reduced its Applied Materials (AMAT) stake by 88% in Q2 2026, selling an estimated $18.3M and leaving 5,423 shares worth $3.92M. The position accounts for 0.42% of the portfolio, ranked #63.
Night Squared first reported a position in AMAT in Q3 2025 and has held it in 4 quarters since. The position peaked at $15.4M in Q1 2026. 3,510 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.
- Night Squared held 5,423 shares of Applied Materials worth $3.92M as of Q2 2026.
- Night Squared sold 39,677 Applied Materials shares in Q2 2026, an estimated $18.3M.
- Applied Materials made up 0.42% of Night Squared's portfolio in Q2 2026, its #63 holding.
- Night Squared first reported a position in Applied Materials in Q3 2025 and has held it in 4 quarters since.
- Night Squared's Applied Materials position peaked at $15.4M in Q1 2026.
- 3,510 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.
Based on Night Squared's 13F filing for Q2 2026, filed 14 Aug 2026.