Rokos Capital Management (UK)’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Other funds holding AMAT
Rokos Capital Management (UK)'s AMAT Position: Q2 2026 in Review
Rokos Capital Management (UK) increased its Applied Materials (AMAT) stake by 8.2% in Q2 2026, buying an estimated $5.12M and bringing the position to 146,184 shares worth $106M. The position accounts for 0.39% of the portfolio, ranked #24.
Rokos Capital Management (UK) first reported a position in AMAT in Q2 2024 and has held it in 5 quarters since. 3,487 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.
- Rokos Capital Management (UK) held 146,184 shares of Applied Materials worth $106M as of Q2 2026.
- Rokos Capital Management (UK) bought 11,091 Applied Materials shares in Q2 2026, an estimated $5.12M.
- Applied Materials made up 0.39% of Rokos Capital Management (UK)'s portfolio in Q2 2026, its #24 holding.
- Rokos Capital Management (UK) first reported a position in Applied Materials in Q2 2024 and has held it in 5 quarters since.
- 3,487 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.
Based on Rokos Capital Management (UK)'s 13F filing for Q2 2026, filed 14 Aug 2026.