Polymer Capital Management (HK)’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Other funds holding AMAT
Polymer Capital Management (HK)'s AMAT Position: Q2 2026 in Review
Polymer Capital Management (HK) increased its Applied Materials (AMAT) stake by 1,747% in Q2 2026, buying an estimated $27.1M and bringing the position to 61,986 shares worth $44.8M. The position accounts for 2.27% of the portfolio, ranked #6.
Polymer Capital Management (HK) first reported a position in AMAT in Q2 2024 and has held it in 5 quarters since. 3,494 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.
- Polymer Capital Management (HK) held 61,986 shares of Applied Materials worth $44.8M as of Q2 2026.
- Polymer Capital Management (HK) bought 58,630 Applied Materials shares in Q2 2026, an estimated $27.1M.
- Applied Materials made up 2.27% of Polymer Capital Management (HK)'s portfolio in Q2 2026, its #6 holding.
- Polymer Capital Management (HK) first reported a position in Applied Materials in Q2 2024 and has held it in 5 quarters since.
- 3,494 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.
Based on Polymer Capital Management (HK)'s 13F filing for Q2 2026, filed 13 Aug 2026.