Point Nemo Capital’s Applied Materials AMAT Stock Holding History

Point Nemo Capital’s Portfolio AMAT Stock Details AMAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.63M	Buy	+3,183	New	+$1.62M	0.76%	32

Other funds holding AMAT

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Point Nemo Capital's AMAT Position: Q3 2026 in Review

Point Nemo Capital opened a new position in Applied Materials (AMAT) in Q3 2026: 3,183 shares worth $1.63M. The stake represents 0.76% of the portfolio and ranks #32 among its holdings.

1,729 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

Point Nemo Capital held 3,183 shares of Applied Materials worth $1.63M as of Q3 2026.
Applied Materials was a new Point Nemo Capital position in Q3 2026.
Applied Materials made up 0.76% of Point Nemo Capital's portfolio in Q3 2026, its #32 holding.
1,729 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Point Nemo Capital's 13F filing for Q3 2026, filed 3 Nov 2026.