RiverPark Advisors’s Applied Materials AMAT Stock Holding History

RiverPark Advisors’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 Q2	$4.75M	Sell	6,574 -700	-10%	-$323K	2.17%	20
2026 Q1	$2.49M	Sell	7,274 -298	-4%	-$100K	0.9%	31
2025 Q4	$1.95M	Buy	7,572 +355	+5%	+$85.1K	0.56%	47
2025 Q3	$1.48M	Sell	7,217 -696	-9%	-$126K	0.64%	39
2025 Q2	$1.45M	Sell	7,913 -545	-6%	-$86.4K	0.89%	35
2025 Q1	$1.23M	Buy	8,458 +2,360	+39%	+$397K	0.95%	36
2024 Q4	$992K	Buy	6,098 +2,167	+55%	+$393K	0.79%	37
2024 Q3	$794K	Buy	+3,931	New	+$806K	0.65%	42

Other funds holding AMAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

RiverPark Advisors's AMAT Position: Q2 2026 in Review

RiverPark Advisors reduced its Applied Materials (AMAT) stake by 9.6% in Q2 2026, selling an estimated $323K and leaving 6,574 shares worth $4.75M. The position accounts for 2.17% of the portfolio, ranked #20.

RiverPark Advisors first reported a position in AMAT in Q3 2024 and has held it in 8 quarters since. 1,154 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.

RiverPark Advisors held 6,574 shares of Applied Materials worth $4.75M as of Q2 2026.
RiverPark Advisors sold 700 Applied Materials shares in Q2 2026, an estimated $323K.
Applied Materials made up 2.17% of RiverPark Advisors's portfolio in Q2 2026, its #20 holding.
RiverPark Advisors first reported a position in Applied Materials in Q3 2024 and has held it in 8 quarters since.
1,154 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.

Based on RiverPark Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.