PCM
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Polymer Capital Management’s Applied Materials AMAT Stock Holding History

Polymer Capital Management’s Portfolio AMAT Stock Details AMAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.78M Buy
26,122
+20,619
+375% +$3.77M 0.57% 31
2025
Q1 		$799K Buy
5,503
+2,063
+60% +$299K 0.21% 73
2024
Q4 		$559K Buy
+3,440
New +$559K 0.15% 84