Summit Partners Public Asset Management’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
Other funds holding AMAT
Summit Partners Public Asset Management's AMAT Position: Q2 2026 in Review
Summit Partners Public Asset Management opened a new position in Applied Materials (AMAT) in Q2 2026: 55,000 shares worth $39.8M. The stake represents 0.7% of the portfolio and ranks #47 among its holdings. This is a return to the name: Summit Partners Public Asset Management previously reported a position in AMAT as recently as Q1 2022.
Summit Partners Public Asset Management first reported a position in AMAT in Q2 2017 and has held it in 6 quarters since. 3,509 funds tracked by Wall St. Rank hold AMAT as of Q2 2026.
- Summit Partners Public Asset Management held 55,000 shares of Applied Materials worth $39.8M as of Q2 2026.
- Applied Materials was a new Summit Partners Public Asset Management position in Q2 2026.
- Applied Materials made up 0.7% of Summit Partners Public Asset Management's portfolio in Q2 2026, its #47 holding.
- Summit Partners Public Asset Management first reported a position in Applied Materials in Q2 2017 and has held it in 6 quarters since.
- 3,509 funds tracked by Wall St. Rank held Applied Materials as of Q2 2026.
Based on Summit Partners Public Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.