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Skye Global Management’s Applied Materials AMAT Stock Holding History

Skye Global Management’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
2025
Q2 		– Sell
-172,000
Closed -$25M – 61
2025
Q1 		$25M Sell
172,000
-110,000
-39% -$18.5M 0.66% 23
2024
Q4 		$45.9M Buy
+282,000
New +$51.1M 0.96% 18

Other funds holding AMAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Skye Global Management's AMAT Position: Q2 2025 in Review

Skye Global Management sold out of Applied Materials (AMAT) in Q2 2025, closing a stake of 172,000 shares — an estimated $25M sold.

Skye Global Management first reported a position in AMAT in Q4 2024 and held it in 2 quarters. The position peaked at $45.9M in Q4 2024. 2,315 funds tracked by Wall St. Rank hold AMAT as of Q2 2025.

  • Skye Global Management reported no remaining Applied Materials position as of Q2 2025 after selling out during the quarter.
  • Skye Global Management sold 172,000 Applied Materials shares in Q2 2025, an estimated $25M.
  • Skye Global Management first reported a position in Applied Materials in Q4 2024 and held it in 2 quarters.
  • Skye Global Management's Applied Materials position peaked at $45.9M in Q4 2024.
  • 2,315 funds tracked by Wall St. Rank held Applied Materials as of Q2 2025.

Based on Skye Global Management's 13F filing for Q2 2025, filed 14 Aug 2025.